Chris Lee's Location
Irvine, CA, US
Chris Lee's Work
- Executive Director, Banker @ J.P. Morgan
- Senior Vice President- Private Banking Team Lead @ City National Bank
- Private Banking Manager @ OneWest Bank
- Senior Vice President, Private Banking @ OneWest Bank
- Private Relationship Banker @ Opus Bank
- Financial Advisor @ Merrill Lynch
- Sr. Private Banking Relationship Manager @ Wells Fargo
- Private Banking @ Wells Fargo Bank
Chris Lee's Education
- UC Irvine
BA (Political Science)
1997 - 2001
Chris Lee's Skills
- Wealth Management
- Series 7
- Loans
- Uniform Combined State Law
- Banking
- Private Banking
- Small Business Lending
- Credit
- Commercial Lending
- Portfolio Management
Chris Lee's Summary
Chris Lee, based in Irvine, CA, US, is currently a Executive Director, Banker at J.P. Morgan Private Bank, bringing experience from previous roles at City National Bank, OneWest Bank and Opus Bank. Chris Lee holds a 1997 - 2001 BA in Political Science @ UC Irvine. With a robust skill set that includes Wealth Management, Series 7, Loans, Uniform Combined State Law, Banking and more, Chris Lee contributes valuable insights to the industry. Chris Lee has 4 emails and 1 mobile phone number on RocketReach.
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