Bryan Lee Email & Phone Number
Chief Business Officer @ WealthCentral
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Bryan Lee Location
- Washington, DC, US
Bryan Lee Work
- Chief Business Officer @ (September 2024 - Present)
- Vice President, Operations and Enterprise Sales @ (June 2022 - September 2024)
- Director @ (April 2017 - August 2022)
- COO @ (August 2010 - April 2017)
- Managing Director @ (January 2009 - August 2010)
- Portfolio Manager @ (September 2007 - January 2009)
Bryan Lee Education
- University of Maryland Global Campus
B.S. (Finance, Summa Cum Laude)
2006-2008 - University of Maryland 2000-2003
- Bridgton Academy 1998-1999
Bryan Lee Skills
- Application Development
- Asset Allocation
- Asset Management
- Asset Managment
- Business Analysis
- Business Management
- Business Process Design
- Business Strategy
- Copy Editing
- Copywriting
- Digital Marketing
- Financial Planning
- Financial Technology
- HubSpot
- Investment Advisory
- Investment Management
- Investment Operations
- Investments
- Management
- New Business Development
- Portfolio Management
- Process Improvement
- Product Management
- Series 65
- Start-up Environment
- Startup Development
- Strategic Financial Planning
- System Testing
- Technical Writing
- Technology Development
- Training & Development
- Vendor Relations
- Wealth Management
Bryan Lee Summary
- Bryan Lee, based in Washington, DC, US, is currently a Chief Business Officer at WealthCentral. Bryan Lee brings experience from previous roles at WealthCentral and McLean Asset Management. Bryan Lee holds a 2006 - 2008 B.S. in Finance, Summa Cum Laude @ University of Maryland Global Campus. With a robust skill set that includes Application Development, Asset Allocation, Asset Management, Asset Managment, Business Analysis and more. Bryan Lee has 3 emails and 3 mobile phone numbers on RocketReach.
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