Candace Lee Email & Phone Number
Vice President and Client Advisor @ Glassman Wealth Services
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Candace Lee Location
- Washington, DC, US
Candace Lee Work
- 2017 -now Vice President and Client Advisor @
- 2015 -2017 Financial Advisor @ FJY Financial
- 2014 -2015 Assistante de langue @
- 2012 -2014 Financial Planning Analyst @ JoycePayne Partners
- 2009 -2012 Portfolio and Investment Administrator @ JoycePayne Partners
- 2005 -2009 Intern @ JoycePayne Partners
Candace Lee Education
- University of Virginia
Bachelor of Arts - BA
- University of Pau and Adour Countries
French Language and Literature
- Boston University
Certificate of Financial Planning
Candace Lee Skills
- Investment Management
- Tax Planning
- Retirement Planning
- Estate Planning
- Insurance Analysis
- Strategic Financial Planning
Candace Lee Summary
- Candace Lee, based in Washington, DC, US, is currently a Vice President and Client Advisor at Glassman Wealth Services. Candace Lee brings experience from previous roles at FJY Financial, Ministère de l'Éducation nationale et de la Jeunesse and JoycePayne Partners. Candace Lee holds a Bachelor of Arts - BA @ University of Virginia. With a robust skill set that includes Investment Management, Tax Planning, Retirement Planning, Estate Planning, Insurance Analysis and more. Candace Lee has 2 emails and 2 mobile phone numbers on RocketReach.
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