Drew Lee Email & Phone Number
Managing Director - Investments @ Wells Fargo Advisors
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Drew Lee Location
- Washington, DC, US
Drew Lee Work
- 1984 -now Managing Director - Investments @
Drew Lee Education
- University of Maryland - Robert H. Smith School of Business
B.S. (Finance)
Drew Lee Skills
- Financial Advisory
- Fixed Income Strategies
- Mutual Funds
- Insurance
- Risk Management
- Multi-generational Wealth Planning
- Securities
- Stock Analysis
- Strategic Planning
- Business-owner Planning
- Asset Allocation
- Tax-efficient Strategies
- 401k Planning
- 401k Rollovers
- Wealth Management
- Leadership
- Tax Efficient Strategies
- Team Building
- Investment Planning
- Business Owner Planning
- Finance
- Retirement Planning
- Multi Generational Wealth Planning
- Financial Analysis
- Credit
- Portfolio Management
- Investments
- Credit Analysis
- Loans
- Management
- Credit Risk
- Business Strategy
- Business Analysis
- Analysis
- Financial Risk
- Financial Modeling
- Commercial Banking
- Corporate Finance
- Relationship Management
- Loan Origination
- Underwriting
- Due Diligence
- Commercial Lending
- Internal Audit
- Financial Services
- Cross Selling
- Banking
- Private Banking
- Asset Based Lending
- Entertainment Industry
- Small Business Lending
- Mid Sized B
- Middle Market
- Structured Finance
- Financial Structuring
- Commercial Real Estate
- Restructuring
- Cash Flow
- Financial Statements
- Accounting
- Report Writing
- Reliability
- Market Research
- Microsoft Office
- Microsoft Excel
- Microsoft Word
- Microsoft PowerPoint
- Microsoft Outlook
- Presentation Skills
- Interpersonal Skills
- Financial Statement Analysis
- Microsoft Suites
- Numeracy
- Balance Sheet
- Team Leadership
- Customer Service
- Training
- Customer Satisfaction
- Social Media
- Outlook
- Sales
- Event Planning
- Coaching
- PowerPoint
Drew Lee Summary
- Drew Lee, based in Washington, DC, US, is currently a Managing Director - Investments at Wells Fargo Advisors. Drew Lee holds a B.S. in Finance @ University of Maryland - Robert H. Smith School of Business. With a robust skill set that includes Financial Advisory, Fixed Income Strategies, Mutual Funds, Insurance, Risk Management and more. Drew Lee has 5 emails and 9 mobile phone numbers on RocketReach.
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