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Eric Lee Location
United States
Eric Lee Work
2022 -now Vice President @
2021 -2022 Vice President @
2018 -2021 Vice President @
2016 -2018 Associate @
2013 -2015 Analyst @
2012 -2013 Credit Specialist @
Eric Lee Education
Emory University - Goizueta Business School
Master of Business Administration - MBA (Finance and Strategy)
2020-2022
Michigan State University
Bachelor of Arts (BA) (Finance)
2006-2011
Eric Lee Skills
Finance
Financial Analysis
Credit
Credit Analysis
Financial Modeling
Banking
Microsoft Word
Loans
Alternative Investments
Social Media
Originations
Fixed Income
Bonds
Retirement Planning
Portfolio Management
Investments
English
401K Retirement Savings Plans
401k
Asset Allocation
Investment Advisory
Tactical Asset Allocation
Financial Services
Wealth Management
Mutual Funds
Microsoft Office
Investment Strategies
Microsoft Excel
Asset Management
Time Management
Customer Service
Commercial Real Estate
Services
Series 7
Institutional
Investment Management
401 Retirement Savings Plans
Eric Lee Summary
Eric Lee, based in United States, is currently a Vice President at Wingspire Capital. Eric Lee brings experience from previous roles at Wells Fargo. Eric Lee holds a 2020 - 2022 Master of Business Administration - MBA in Finance and Strategy @ Emory University - Goizueta Business School. With a robust skill set that includes Finance, Financial Analysis, Credit, Credit Analysis, Financial Modeling and more. Eric Lee has 3 emails and 4 mobile phone numbers on RocketReach.
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