Dennis Lee Location
United States
Dennis Lee Work
- 2021 - now Senior Vice President, Financial Advisor @ Morgan Stanley
- 2008 - 2021 Senior Vice President, Financial Advisor @ Citi Personal Wealth Management
- 2004 - 2008 Account Vice President, Financial Advisor @ UBS Group AG
Dennis Lee Education
- Baruch College2004 - 2006
Dennis Lee Skills
- Financial Planning
- Equities
- Fixed Income
- Syndicate
- Retirement Planning
- Cash Management
- Alternative Investments
- Mutual Funds
- Exchange Traded Funds
- Options
Dennis Lee Summary
Dennis Lee, based in United States, is currently a Senior Vice President, Financial Advisor at Morgan Stanley. Dennis Lee brings experience from previous roles at Citi Personal Wealth Management and UBS Financial Services. Dennis Lee holds a 2004 - 2006 Baruch College. With a robust skill set that includes Financial Planning, Equities, Fixed Income, Syndicate, Retirement Planning and more. Dennis Lee has 8 emails and 3 mobile phone numbers on RocketReach.
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