David Lee Email & Phone Number

Chief Operating Officer @ Mission Wealth

5 free lookup(s).

David Lee Location

San Francisco, CA, US

David Lee Work

2025 - now Chief Operating Officer @ Mission Wealth
2020 - 2024 Chief Operating Officer @ Jordan Park Group
2019 - 2020 Chief Financial Officer @ Jordan Park Group

2017 - 2019 Chief Financial Officer @ all.health
2016 - 2017 Vice President of Finance @ Skillz
View Department
2007 - 2016 Vice President @ Goldman Sachs
2005 - 2007 Principal @ KKR
2000 - 2005 Associate @ J.P. Morgan

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David Lee Education

Brown University
Bachelor of Arts (B.A.) (Chemistry)
Somerset High School

David Lee Summary

David Lee, based in San Francisco, CA, US, is currently a Chief Operating Officer at Mission Wealth. David Lee brings experience from previous roles at Jordan Park Group, Jawbone Health and Skillz Inc.. David Lee holds a Bachelor of Arts (B.A.) in Chemistry @ Brown University. David Lee has 5 emails and 11 mobile phone numbers on RocketReach.

David Lee Emails

Found 5 emails

David Lee Phone Numbers

Found 6 phone numbers

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Top Mission Wealth Employees

Matthew Adams

CEO and Managing Partner at Mission Wealth

California, United States
1
- missionwealth.com
5
- +1 415-407-XXXX
- +1 805-450-XXXX
- +1 419-889-XXXX
- +1 805-882-XXXX
- +1 805-690-XXXX
Seth Streeter

Founder and Chief Impact Officer at Mission Wealth

Austin, TX, US
3
- cox.net
- missionwealth.com
- gmail.com
5+
- +1 805-882-XXXX
- +91 80569 0XXXX
- +1 805-690-XXXX
- +1 805-898-XXXX
- +1 805-882-XXXX
- +1 805-882-XXXX
David Lee

Chief Operating Officer at Mission Wealth

San Francisco, CA, US
5
- gmail.com
- yahoo.com
- comcast.net
- aol.com
- bellsouth.net
5+
- +1 303-751-XXXX
- +1 321-208-XXXX
- +1 201-531-XXXX
- +1 720-535-XXXX
- +1 714-532-XXXX
- +1 408-718-XXXX
Jessica Neves

Chief People Officer at Mission Wealth

Phoenix, AZ, US
1
- missionwealth.com
3
- +1 602-358-XXXX
- +1 480-276-XXXX
- +1 480-647-XXXX
Kieran Osborne

Chief Investment Officer at Mission Wealth

Santa Barbara, CA, US
2
- bellsouth.net
- missionwealth.com
3
- +1 415-686-XXXX
- +1 917-887-XXXX
- +1 805-690-XXXX
Ryan Niedbalski

Managing Director at Mission Wealth

Austin, TX, US
2
- gmail.com
- missionwealth.com
4
- +1 512-718-XXXX
- +1 805-690-XXXX
- +1 225-270-XXXX
- +1 805-683-XXXX
Emil Nazaretyan

Partner and Director of Investments at Mission Wealth

Santa Barbara, CA, US
3
- yahoo.com
- missionwealth.com
- gmail.com
4
- +1 818-547-XXXX
- +1 818-525-XXXX
- +1 818-621-XXXX
- +1 805-690-XXXX
Brian Sottak

Partner and Managing Director at Mission Wealth

Santa Barbara, CA, US
2
- missionwealth.com
- yahoo.com
5+
- +1 617-938-XXXX
- +1 805-698-XXXX
- +1 415-565-XXXX
- +1 617-938-XXXX
- +1 805-690-XXXX
- +1 415-960-XXXX
Jeff Avila

Partner and Managing Director at Mission Wealth

Santa Barbara, CA, US
1
- missionwealth.com
2
- +1 805-259-XXXX
- +1 303-802-XXXX
Geoff Gaggs

Partner | Senior Client Advisor at Mission Wealth

Santa Barbara, CA, US
3
- hotmail.com
- missionwealth.com
- yahoo.com
3
- +1 916-833-XXXX
- +1 805-882-XXXX
- +1 805-451-XXXX
Michelle Winkles

Partner and Chief Marketing Officer at Mission Wealth

Santa Maria, CA, US
3
- yahoo.com
- gmail.com
- missionwealth.com
4
- +1 805-335-XXXX
- +1 805-690-XXXX
- +1 949-293-XXXX
- +1 805-882-XXXX
Lisa Murphy

Partner, Senior Wealth Advisor at Mission Wealth

San Diego, CA, US
2
- hotmail.com
- missionwealth.com
3
- +1 619-971-XXXX
- +1 949-444-XXXX
- +1 619-373-XXXX
Jenna Rogers

Partner | Managing Director at Mission Wealth

Santa Barbara, CA, US
1
- missionwealth.com
1
- +1 805-698-XXXX
Bryant Merryman

Partner | Senior Wealth Advisor at Mission Wealth

Chicago, IL, US
2
- missionwealth.com
- gmail.com
2
- +1 224-383-XXXX
- +1 847-549-XXXX

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