Daniel Lee's Location
California, United States
Daniel Lee's Work
- Partner, Chief Revenue Officer, Wealth Advisor @ Camden Capital
- Senior Managing Director, Wealth Advisor @ First Republic
- Senior Managing Director, Wealth Advisor @ First Republic
- Vice President, Private Client Advisor @ U.S. Trust
- Officer - Portfolio Management @ U.S. Trust
- Financial Advisor - Global Wealth Management @ Merrill Lynch
- Investment Advisor PE / RE group @ The Jones Group
Daniel Lee's Education
- University of Arizona, Eller College of Management
Bachelors of Science (Business Management)
- Lorenzo de' Medici
Bachelor of Science (International Business)
Daniel Lee's Skills
- Project Management
- Banking
- Services
- Customer Service
- Benefits
- Employee Benefits
- Wealth Management
- Sales
- Microsoft Office
- Microsoft Word
Daniel Lee's Summary
Daniel Lee, based in California, United States, is currently a Partner, Chief Revenue Officer, Wealth Advisor at Certuity, bringing experience from previous roles at 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 contributes valuable insights to the industry. Daniel Lee has 3 emails on RocketReach.
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