Vice President, Business Development (Regional Sales Director) @ (August 2019 - July 2025)
Western Regional Sales Consultant @ (February 2016 - August 2019)
Eastern Regional Sales Consultant @ (February 2015 - January 2016)
Sr Business Consultant and Relationship Manager @ (November 2014 - February 2015)
Marketing Analyst and Proposal Writer @ (January 2006 - May 2013)
Senior Internal Wholesaler @ (January 1998 - September 2005)
Premier Client Services @ (January 2000 - January 2001)
Broker Operations and Shareholder Services @ (January 1998 - January 2000)
Emily Lee Education
Willamette University
BA (History)
Emily Lee Skills
Analysis
Asset Management
Asset Managment
Building Relationships
CRM
Client Service
Client Services
Communication
Competitive Analysis
Databases
ESG
Financial Analysis
Financial Services
Foundations
Impact Investing
Investments
Market Research
Marketing
Mutual Funds
Presentation Skills
Proposal Writing
Quantitative Analytics
RFP
Relationship Building
SMA
SRI
Sales
Sales Operations
Sales Presentations
Sales Process
Self-starter
Series 6
Social Impact
Team-oriented
Self Starter
Team Oriented
Emily Lee Summary
Emily Lee, based in San Francisco, CA, US, is currently a VP, Investment Consultant at Calamos Investments. Emily Lee brings experience from previous roles at Impax Asset Management, Trillium Asset Management and LPL Financial. Emily Lee holds a BA in History @ Willamette University. With a robust skill set that includes Analysis, Asset Management, Asset Managment, Building Relationships, CRM and more. Emily Lee has 2 emails and 2 mobile phone numbers on RocketReach.
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