Dennis Lee Email & Phone Number
Senior Vice President, Financial Advisor @ Morgan Stanley
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Dennis Lee Location
- United States
Dennis Lee Work
- 2021 -now Senior Vice President, Financial Advisor @
- 2008 -2021 Senior Vice President, Financial Advisor @ Citi Personal Wealth Management
- 2004 -2008 Account Vice President, Financial Advisor @
Dennis Lee Education
- Baruch College 2004-2006
Dennis Lee Skills
- Financial Planning
- Equities
- Fixed Income
- Syndicate
- Retirement Planning
- Cash Management
- Alternative Investments
- Mutual Funds
- Exchange Traded Funds
- Options
- Separately Managed Accounts
- Unified Managed Accounts
- Equity Syndicate
- Wealth Management
- Fixed Income Syndicate
- Sales
- Finance
- Strategic Planning
- Financial Services
- Microsoft Excel
- Management
- Series 63
- Bonds
- Investments
- Asset Allocation
- Investment Advisory
- Asset Managment
- Strategic Financial Planning
- Investment Strategies
- ETFs
- Series 7
- Securities
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 7 emails on RocketReach.
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