Daniel Lee Email & Phone Number

Chief Investment Officer @ BrightPlan

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Daniel Lee Location

United States

Daniel Lee Work

2026 - now Chief Investment Officer @
2018 - now Instructor @
2026 - now VP, Global Financial Planning and Education @
2024 - 2026 VP, Global Financial Planning @
2021 - 2024 Director, Financial Planning and Advice @
2019 - 2021 Head of San Francisco, BrightPlan Liaison @
2008 - 2019 Wealth Manager @

Daniel Lee Education

University of Michigan
UC Berkeley Extension
Columbia University in the City of New York

Daniel Lee Skills

Wealth Management
Strategic Financial Planning
Portfolio Management
Investment Management
Estate Planning
Retirement Planning
Asset Allocation
Cfp

Daniel Lee Summary

Daniel Lee, based in United States, is currently a Chief Investment Officer at BrightPlan. Daniel Lee brings experience from previous roles at UC Berkeley Extension and BrightPlan. Daniel Lee holds a University of Michigan. With a robust skill set that includes Wealth Management, Strategic Financial Planning, Portfolio Management, Investment Management, Estate Planning and more. Daniel Lee has 4 emails and 1 mobile phone numbers on RocketReach.

Daniel Lee Emails

Found 4 emails

Daniel Lee Phone Numbers

Found 3 phone numbers

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