Daniel Lee Email

Business Development Officer @ Glenmede Investment Management

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Daniel Lee Location

Philadelphia, PA, US

Daniel Lee Work

2023 - now Business Development Officer @ Glenmede Investment Management
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2026 - now Business Development Officer @ Glenmede Investment Management
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2023 - 2025 Business Development Associate @ Glenmede Investment Management
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2021 - 2023 Financial Professional @ Equitable
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2021 - 2023 Financial Professional @ Firstrust Financial Resources
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2021 - 2021 Financial Services Representative @ Creative Financial Group
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Daniel Lee Education

Ithaca College
Bachelor's degree (Finance)
2016 - 2020
Mt Lebanon Senior High School
2012 - 2016

Daniel Lee Skills

Leadership
Communication
Teamwork

Sales
Customer Service
Management
Time Management
Interpersonal Communication

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Daniel Lee Summary

Daniel Lee, based in Philadelphia, PA, US, is currently a Business Development Officer at Glenmede Investment Management. Daniel Lee brings experience from previous roles at Glenmede Investment Management, Equitable and Firstrust Financial Resources. Daniel Lee holds a 2016 - 2020 Bachelor's degree in Finance @ Ithaca College. With a robust skill set that includes Leadership, Communication, Teamwork, Sales, Customer Service and more. Daniel Lee has 1 emails on RocketReach.

Daniel Lee Emails

Found 1 emails

@gmail.com

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Top Glenmede Investment Management Employees

Trudi Mathues

Vice President Information Systems at Glenmede Investment Management

Exton, PA, US
3
- +1 215-419-XXXX
- +1 484-354-XXXX
- +1 610-725-XXXX
Kevin Begaj

Associate Portfolio Manager - Data Scientist at Glenmede Investment Management

Philadelphia, PA, US
1
- glenmedeim.com
3
- +1 267-241-XXXX
- +1 267-307-XXXX
- +1 267-471-XXXX
Aidan O'Hara

Business Development Officer at Glenmede Investment Management

Philadelphia, PA, US
3
- gmail.com
- msn.com
- aol.com
2
- +1 610-981-XXXX
- +1 703-717-XXXX
Brian Penhale

Equity Trader at Glenmede Investment Management

King of Prussia, PA, US
3
- aol.com
- gmail.com
- aberdeenplc.com
3
- +1 610-420-XXXX
- +1 412-533-XXXX
- +1 610-878-XXXX
Daniel Lee

Business Development Officer at Glenmede Investment Management

Philadelphia, PA, US
1
- gmail.com
Althea Caroline

Financial Planning and Analysis Manager at Glenmede Investment Management

Philadelphia, PA, US
2
- glenmedeim.com
- gmail.com
Sean Cole

Derivatives Strategy Associate at Glenmede Investment Management

Chalfont, PA, US
1
- glenmedeim.com

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