David Lee Email & Phone Number
Wealth Management Advisor @ Impact! Partners Financial
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David Lee Location
- Houston, TX, US
David Lee Work
- 2025 -now Wealth Management Advisor @
- 2025 -2025 Financial Advisor @
- 2023 -2025 Financial Advisor @ Dream Builders Financial Partners
- 2022 -2023 Wealth Advisor @
- 2016 -2022 Financial Advisor @
- 2014 -2016 Advertising Sales Manager @
- 2011 -2014 Advertising Account Executive @
- 2007 -2013 Adjunct Professor of Marketing and Management @
- 1997 -2008 Marketing @ Circle Media, Inc
- 1996 -2007 Adjunct Professor of Marketing @
- 1994 -1996 Lecturer in Marketing @
- 1993 -1996 Adjunct Professor of Marketing @
- 1990 -1992 Lead Operator, CSR, Project Management @ Pitney Bowes Management Services
David Lee Education
- University of Houston, C.T. Bauer College of Business
MBA (Finance concentration)
- Southeastern Louisiana University
BA (Economics & Management)
- Archbishop Rummel High School
High School
- Southeastern Louisiana University
David Lee Skills
- Leadership
- Direct Marketing
- Team Building
- Social Media
- Promotional
- Public Speaking
- Salesforce.com
- B2b
- Online Marketing
- Account Management
- Sales
- Trade Shows
- Press Releases
- Media Relations
- Event Planning
- Teaching
- Blogging
- Digital Media
- Business Development
- Market Research
- Corporate Communications
- Digital Marketing
- Advertising
- Integrated Marketing
- Fundraising
- Strategic Planning
- SEO
- Media Planning
- Online Advertising
- Microsoft Office
- Marketing
- Social Networking
- New Business Development
- Event Management
- Training
- Editing
- Customer Service
- Direct Mail
- Social Media Marketing
- Email Marketing
- SEM
- Newsletters
- Management
- Project Management
- Public Relations
- Marketing Communications
- Strategic Communications
- Marketing Strategy
- Copy Editing
- Copywriting
- Recruiting
- Marketing Research
David Lee Summary
- David Lee, based in Houston, TX, US, is currently a Wealth Management Advisor at Impact! Partners Financial. David Lee brings experience from previous roles at The Fitzpatrick Group, Dream Builders Financial Partners, HFG Wealth Management and Edward Jones. David Lee holds a MBA in Finance concentration @ University of Houston, C.T. Bauer College of Business. With a robust skill set that includes Leadership, Direct Marketing, Team Building, Social Media, Promotional and more. David Lee has 1 emails and 3 mobile phone numbers on RocketReach.
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Top Impact! Partners Financial Employees
Wyatt Broome
Wealth Advisor
Houston, TX, US
Pat V.
VP of Marketing
Houston, TX, US
Sean Spraggins
Business Development Specialist
League City, TX, US
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