Emily Lee's Location
San Francisco, California, United States
Emily Lee's Work
- Vice President, Business Development @ Pax World Investments
- Western Regional Sales Consultant @ Trillium Asset Management
- Eastern Regional Sales Consultant @ Trillium Asset Management
- Sr Business Consultant and Relationship Manager @ LPL Financial
- Marketing Analyst and Proposal Writer @ Wellington Management
- Senior Internal Wholesaler @ Putnam Investments
- Premier Client Services @ Putnam Investments
- Broker Operations and Shareholder Services @ Putnam Investments
Emily Lee's Education
- Willamette University
BA (History)
Emily Lee's Skills
- Marketing
- Investments
- Analysis
- Competitive Analysis
- Sales
- Sales Presentations
- Financial Services
- Asset Management
- Client Service
- Market Research
Emily Lee's Summary
Emily Lee, based in San Francisco, California, United States, is currently a Vice President, Business Development at Impax Asset Management LLC | Pax World Funds, bringing experience from previous roles at Trillium Asset Management, LPL Financial and Wellington Management. Emily Lee holds a BA in History @ Willamette University. With a robust skill set that includes Marketing, Investments, Analysis, Competitive Analysis, Sales and more, Emily Lee contributes valuable insights to the industry. Emily Lee has 1 email and 1 mobile phone number on RocketReach.
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