If you need more lookups,
subscriptions start at $34 USD/month.
Colin Lee Location
Houston, TX, US
Colin Lee Work
2021 -now Partner, Director of Financial Planning @
2017 -2020 Financial Planner @
2015 -2017 Financial Advisor @
2013 -2014 Delivery Specialist @
Colin Lee Education
Texas A&M University 2008-2012
Colin Lee Skills
Investments
Retirement Planning
Life Insurance
Wealth Management
Estate Planning
Small Business Retirement Planning
Financial Analysis
Pension Administration
Project Management
Benefits Administration
Project Delivery
Recruiting
Account Reconciliation
Employee Benefits
Administration
Process Improvement
Microsoft Office
Customer Service
Research
Social Media
Marketing
Leadership
Colin Lee Summary
Colin Lee, based in Houston, TX, US, is currently a Partner, Director of Financial Planning at Horizon Wealth Advisors. Colin Lee brings experience from previous roles at Horizon Wealth Advisors, Planto Roe Financial Services and Aon Hewitt. Colin Lee holds a 2008 - 2012 Texas A&M University. With a robust skill set that includes Investments, Retirement Planning, Life Insurance, Wealth Management, Estate Planning and more. Colin Lee has 2 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Colin Lee?
Find contact details for 700 million professionals.