Daniel Lee Location
- California, United States
Daniel Lee Work
- 2026 - now Senior Managing Director @
- 2024 - 2026 Managing Director @
- 2023 - 2024 Partner, Chief Revenue Officer, Wealth Advisor @
- 2013 - 2023 Senior Managing Director, Wealth Advisor @
- 2011 - 2013 Vice President, Private Client Advisor @
- 2009 - 2011 Officer - Portfolio Management @
- 2007 - 2009 Financial Advisor - Global Wealth Management @
- 2002 - 2007 Investment Advisor PE and RE group @ The Jones Group
Daniel Lee Education
- University of Arizona, Eller College of Management
Bachelors of Science (Business Management)
- Lorenzo de' Medici
Bachelor of Science (International Business)
Daniel Lee Skills
- Project Management
- Banking
- Services
- Customer Service
- Benefits
- Employee Benefits
- Wealth Management
- Sales
- Microsoft Office
- Microsoft Word
Daniel Lee Summary
- Daniel Lee, based in California, United States, is currently a Senior Managing Director at IEQ Capital. Daniel Lee brings experience from previous roles at IEQ Capital, Certuity, First Republic Bank and U.S. Trust, Bank of America Private Wealth Management. Daniel Lee holds a Bachelors of Science in Business Management @ University of Arizona, Eller College of Management. With a robust skill set that includes Project Management, Banking, Services, Customer Service, Benefits and more. Daniel Lee has 6 emails and 3 mobile phone numbers on RocketReach.
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Top IEQ Capital Employees
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Senior Managing Director
California, United States
Jeremy Wenner
Partner
San Francisco, CA, US
Eric Harrison
Managing Partner and Founder
Palo Alto, CA, US
Spencer Haly
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Ryan Patterson
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Robert Skinner
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