DJ Lee Email & Phone Number
Director of Financial Planning @ American Wealth Management
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DJ Lee Location
- Reno, NV, US
DJ Lee Work
- 2023 -now Director of Financial Planning @
- 2016 -now Adjunct Professor @
- 2021 -now Board Trustee and Investment Committee Chair @
- 2018 -2023 Wealth Advisor | Investment Analyst @
- 2010 -2021 Investment Committee Advisory Member @
- 2015 -2018 Investment Manager @
- 2014 -2016 Senior Business Operations Manager @
- 2007 -2014 Investment Analyst @
DJ Lee Education
- University of Nevada, Reno
Master of Science (M.S.) (Finance, General)
2005-2007 - University of Nevada, Reno
Bachelor of Science (B.S.) (Computer and Information Sciences, General)
2001-2004
DJ Lee Skills
- Textbooks
- Financial Planning
- Nonprofit Organizations
- Donor Advised Funds
- Career Counseling
- University Teaching
- Personal Financial Planning
- Tax Planning
- Investment Management
- Financial Literacy
- Financial Education
- Financial Analysis
- Portfolio Management
- Risk Management
- Finance
- Data Analysis
- Python
- Management
- Leadership
DJ Lee Summary
- DJ Lee, based in Reno, NV, US, is currently a Director of Financial Planning at American Wealth Management. DJ Lee brings experience from previous roles at University of Nevada, Reno, Community Foundation of Western Nevada, American Wealth Management and Community Foundation of Northern Nevada. DJ Lee holds a 2005 - 2007 Master of Science (M.S.) in Finance, General @ University of Nevada, Reno. With a robust skill set that includes Textbooks, Financial Planning, Nonprofit Organizations, Donor Advised Funds, Career Counseling and more. DJ Lee has 4 emails and 1 mobile phone numbers on RocketReach.
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