Emily Lee Email & Phone Number
VP, Investment Consultant @ Calamos Investments
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Emily Lee Location
- San Francisco, CA, US
Emily Lee Work
- 2026 -now VP, Investment Consultant @
- 2019 -2025 Vice President, Business Development (Regional Sales Director) @
- 2016 -2019 Western Regional Sales Consultant @
- 2015 -2016 Eastern Regional Sales Consultant @
- 2014 -2015 Sr Business Consultant and Relationship Manager @
- 2006 -2013 Marketing Analyst and Proposal Writer @
- 1998 -2005 Senior Internal Wholesaler @
- 2000 -2001 Premier Client Services @
- 1998 -2000 Broker Operations and Shareholder Services @
Emily Lee Education
- Willamette University
BA (History)
Emily Lee Skills
- Marketing
- Investments
- Analysis
- Competitive Analysis
- Sales
- Sales Presentations
- Financial Services
- Asset Management
- Client Service
- Market Research
- RFP
- Building Relationships
- Financial Analysis
- Proposal Writing
- Communication
- Asset Managment
- Sales Operations
- Client Services
- Mutual Funds
- CRM
- Quantitative Analytics
- Team-oriented
- Self-starter
- Foundations
- Databases
- Impact Investing
- Relationship Building
- Presentation Skills
- Sales Process
- Self Starter
- Series 6
- Esg
- Team Oriented
- Sma
- Social Impact
- Sri
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 Marketing, Investments, Analysis, Competitive Analysis, Sales and more. Emily Lee has 2 emails and 2 mobile phone numbers on RocketReach.
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