Christy Lee's Location
Charlotte, NC, US
Christy Lee's Work
- SVP of Finance @ Millennium Advisors, LLC
- Sr. Director, Conflicts of Interest Officer @ TIAA
- Sr. Director, Broker Dealer Financial Reporting @ TIAA
- Senior Manager, Broker-Dealer Financial Reporting @ TIAA
- Manager, Broker-Dealer Financial Reporting @ TIAA
- Senior Manager, Controllers Division @ SunTrust Investment Services, Inc.
- Accounting Manager, SunTrust Investment Services @ SunTrust Investment Services, Inc.
- Regulatory Reporting Analyst, SunTrust Capital Markets @ SunTrust Investment Services, Inc.
- Senior Staff Accountant @ U.S. Securities and Exchange Commission
- Senior Securities Compliance Examiner @ FINRA (Financial Industry Regulatory Authority)
Christy Lee's Education
- Savannah State University
BBA (Accounting)
1996 - 1998 - Wilbur O. and Ann Powers College of Business at Clemson University
N/A (Engineering)
1994 - 1996
Christy Lee's Summary
Christy Lee, based in Charlotte, NC, US, is currently a SVP of Finance at Millennium Advisors, LLC, bringing experience from previous roles at TIAA. Christy Lee holds a 1996 - 1998 BBA in Accounting @ Savannah State University. With a robust skill set that includes Series 27 and more, Christy Lee contributes valuable insights to the industry. Christy Lee has 4 emails on RocketReach.
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