Damon Lee Email & Phone Number
Wealth Advisor @ W.A. Smith Financial Group
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Damon Lee Location
- Sarasota, FL, US
Damon Lee Work
- 2025 -now Wealth Advisor @
- 2024 -2025 Associate Wealth Advisor @
- 2020 -2024 Financial Planning Coordinator @ Osaic
- 2016 -2019 Senior Financial Advisor @
- 2015 -2016 Financial Services Representative @
- 2012 -2015 Customer Services Representative @
Damon Lee Education
- Humber College
(Business Administration)
2011-2013 - College Franco-Ouest
Ontario Secondary School Diploma
2005-2010
Damon Lee Skills
- Banking
- Customer Service
- Retail Banking
- Financial Analysis
- Team Leadership
- Real Estate
- Investments
- Money Management
- Leadership
- Sales
- Finance
- Credit
- Management
- Accounting
- Insurance
- Project Management
- PowerPoint
- Financial Reporting
Damon Lee Summary
- Damon Lee, based in Sarasota, FL, US, is currently a Wealth Advisor at W.A. Smith Financial Group. Damon Lee brings experience from previous roles at Mariner, Osaic and TD. Damon Lee holds a 2011 - 2013 Humber College. With a robust skill set that includes Banking, Customer Service, Retail Banking, Financial Analysis, Team Leadership and more. Damon Lee has 3 emails and 2 mobile phone numbers on RocketReach.
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