Chief Operating Officer and President @ Asteria Wealth and Kalos Financial, Inc. (March 2007 - September 2022)
Operations Manager @ (January 2006 - December 2006)
Chrissy Lee Skills
Series 7
Financial Services
Accounting
Financial Advisory
Asset Management
Management
Mutual Funds
Series 63
Alternative Investments
Trading
Chrissy Lee Summary
Chrissy Lee, based in Atlanta, GA, US, is currently a Chief Operating Officer at Merit Financial Advisors. Chrissy Lee brings experience from previous roles at Asteria Wealth and Kalos Financial, Inc. and Farmers Insurance. With a robust skill set that includes Series 7, Financial Services, Accounting, Financial Advisory, Asset Management and more. Chrissy Lee has 2 emails on RocketReach.
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