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Dakota Lee Location
Kirkland, WA, US
Dakota Lee Work
Member Success Finance and Operations @ (March 2026 - Present)
Client Engagement Associate @ (August 2025 - February 2026)
Wealth Management Associate @ (August 2023 - September 2024)
Financial Advising Intern @ Blue Water Wealth (October 2021 - June 2023)
Dakota Lee Education
University of Washington Tacoma
Bachelor of Business Administration - BBA (Finance, General)
2021-2023
Pierce College at Puyallup
Associate's degree (Business Administration and Management, General)
2019-2021
Dakota Lee Summary
Dakota Lee, based in Kirkland, WA, US, is currently a Member Success Finance and Operations at BizXchange. Dakota Lee brings experience from previous roles at Lincoln Financial, Equitable and Blue Water Wealth. Dakota Lee holds a 2021 - 2023 Bachelor of Business Administration - BBA in Finance, General @ University of Washington Tacoma. Dakota Lee has 1 emails on RocketReach.
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