Christopher Lee Email & Phone Number
Associate Financial Planner @ Passport Wealth Management
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Christopher Lee Location
- Charlotte, NC, US
Christopher Lee Work
- Associate Financial Planner @ (February 2024 - Present)
- Graduate Teaching Assistant @ (January 2022 - December 2022)
- ASPIRE Clinic Financial Service Provider @ (August 2021 - December 2021)
- Honors Teaching Assistant @ (August 2020 - December 2021)
- Financial Planning Intern @ (June 2022 - July 2022)
- Financial Planning Intern @ (June 2021 - July 2021)
- Financial Planning Intern @ TrustCore (May 2019 - July 2019)
- Shift Leader @ (September 2015 - May 2019)
Christopher Lee Education
- The University of Georgia
Master's degree (Financial Planning)
2022-2022 - University of Georgia - Terry College of Business
Bachelor of Business Administration - BBA (Economics with a Concentration in Public Policy)
2018-2021
Christopher Lee Summary
- Christopher Lee, based in Charlotte, NC, US, is currently a Associate Financial Planner at Passport Wealth Management. Christopher Lee brings experience from previous roles at The University of Georgia and Choreo. Christopher Lee holds a 2022 - 2022 Master's degree in Financial Planning @ The University of Georgia. Christopher Lee has 1 emails on RocketReach.
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