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
- Director of Financial Planning @ (January 2023 - Present)
- Wealth Advisor | Investment Analyst @ (August 2018 - January 2023)
- Adjunct Professor @ (August 2016 - Present)
- Board Trustee and Investment Committee Chair @ (July 2021 - December 2025)
- Investment Committee Advisory Member @ (August 2010 - June 2021)
- Investment Manager @ (December 2015 - August 2018)
- Senior Business Operations Manager @ (October 2014 - February 2016)
- Investment Analyst @ (December 2007 - July 2014)
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 American Wealth Management, University of Nevada, Reno and Community Foundation of Western 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 3 emails and 1 mobile phone numbers on RocketReach.
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