Candace Lee's Location

Washington, DC, US

Candace Lee's Work

  • Financial Planning Analyst @ Agili
  • Portfolio and Investment Administrator @ Agili
  • Student Worker @ Aramark
  • Intern @ Agili

Candace Lee's Education

  • Boston University Center for Professional Education

    Certificate of Financial Planning

    2010 - 2011
  • University of Virginia

    Bachelor of Arts (B.A.) (French Language and Literature)

    2005 - 2009
  • Universite de Pau

    French Language and Literature

    2007 - 2007
  • Highland Springs HS

    2001 - 2005

Candace Lee's Summary

Candace Lee, based in Washington, DC, US, is currently a Vice President and Client Advisor at Glassman Wealth Services, bringing experience from previous roles at FJY Financial, Ministère de l'éducation nationale, de la jeunesse et de la vie associative and JoycePayne Partners. Candace Lee holds a 2010 - 2011 Certificate of Financial Planning @ Boston University Center for Professional Education. With a robust skill set that includes Strategic Financial Planning and more, Candace Lee contributes valuable insights to the industry. Candace Lee has 6 emails and 1 mobile phone number on RocketReach.

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