Colin Lee's Location
Houston, TX, US
Colin Lee's Work
- Partner, Director of Financial Planning @ Horizon Wealth Advisors
- Financial Planner @ Horizon Wealth Advisors
- Financial Advisor @ Symmetry Financial Solutions
- Delivery Specialist @ Robert Swan's 2041 Voyage for Cleaner Energy
Colin Lee's Education
- Texas A&M University
Bachelor of Business Administration (BBA) (Finance)
2008 - 2012
Colin Lee's Skills
- Microsoft Office
- Financial Analysis
- Wealth Management
- Life Insurance
- Employee Benefits
- Project Delivery
- Project Management
- Customer Service
- Retirement Planning
- Administration
Colin Lee's Summary
Colin Lee, based in Houston, TX, US, is currently a Partner, Director of Financial Planning at Horizon Wealth Advisors, bringing experience from previous roles at Horizon Wealth Advisors, Planto Roe Financial Services and Aon Hewitt. Colin Lee holds a 2008 - 2012 Bachelor of Business Administration (BBA) in Finance @ Texas A&M University. With a robust skill set that includes Microsoft Office, Financial Analysis, Wealth Management, Life Insurance, Employee Benefits and more, Colin Lee contributes valuable insights to the industry. Colin Lee has 1 email on RocketReach.
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