Franklin Lee Email & Phone Number
Senior Associate @ Cerity Partners
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Franklin Lee Location
- Torrance, CA, US
Franklin Lee Work
- 2026 -now Senior Associate @
- 2023 -2026 Director of Operations @
- 2022 -2023 Investment Analyst @
- 2019 -2022 Client Service Associate @ Retirement Wellness Group LLC
- 2016 -2018 Financial Advisor at The Prudential Insurance Company of America @
- 2015 -2016 Senior System Analyst @
- 2010 -2015 Configuration Management Specialist @
Franklin Lee Education
- Webster University
Master of Business Administration (MBA) (Purchasing, Procurement/Acquisitions and Contracts Management)
2012-2015 - American Flyers
(Airline/Commercial/Professional Pilot and Flight Crew)
2007-2009 - University of California, Riverside
Bachelor of Arts (B.A.)
2004-2007
Franklin Lee Skills
- Integration
- Configuration Management
- SharePoint
- Microsoft Office
- Databases
- DoD
- IT Procurement
- IT Service Management
- IT Operations
- IT Project & Program Management
- Acquisitions
- SharePoint Designer
- Executive Administrative
- Program Management
- Technical Support
- Analysis
- Project Management
- Security Clearance
- Documentation
- Microsoft Excel
- Public Speaking
- Leadership
- Independent Financial Advice
- Financial Planning
- U.S. Department of Defense
- Financial Modeling
- Financial Advisory
- Financial Analysis
- Customer Service
- Management
- It Project And Program Management
- Microsoft PowerPoint
Franklin Lee Summary
- Franklin Lee, based in Torrance, CA, US, is currently a Senior Associate at Cerity Partners. Franklin Lee brings experience from previous roles at Running Point, Salient Wealth Planning Group, Retirement Wellness Group LLC and Prudential Financial. Franklin Lee holds a 2012 - 2015 Master of Business Administration (MBA) in Purchasing, Procurement/Acquisitions and Contracts Management @ Webster University. With a robust skill set that includes Integration, Configuration Management, SharePoint, Microsoft Office, Databases and more. Franklin Lee has 2 emails on RocketReach.
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