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Bruce Lee Location
Zanesville, OH, US
Bruce Lee Work
2008 -now Senior Vice President @
2006 -2008 Managing Partner @
1990 -2006 Vice President and Senior Investment Officer @ First National Bank of Zanesville, Ohio
Bruce Lee Education
The American College
Certified Financial Planner
1990-1992
Cannon Financial Institute @ Notre Dame University
(Advanced Trust Investments School)
1989-1989
Eastern Illinois University
BS in Education
1973-1977
Bruce Lee Skills
Strategic Financial Planning
Risk Management
Investments
Retirement Planning
Management
Portfolio Management
Banking
Financial Planning
Credit Analysis
Credit
Marketing
Strategic Financial
Investment Management
Bruce Lee Summary
Bruce Lee, based in Zanesville, OH, US, is currently a Senior Vice President at Community Financial Advisors. Bruce Lee brings experience from previous roles at Community Financial Advisors and First National Bank of Zanesville, Ohio. Bruce Lee holds a 1990 - 1992 Certified Financial Planner @ The American College. With a robust skill set that includes Strategic Financial Planning, Risk Management, Investments, Retirement Planning, Management and more.
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