Gloria Lee Email & Phone Number
Client Service Administrator @ Edgewood Management LLC
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Gloria Lee Location
- New York, NY, US
Gloria Lee Work
- 2022 -now Client Service Administrator @
- 2021 -2022 Junior Client Service Administrator @
- 2017 -2021 Portfolio Administrator @
- 2015 -2017 Reconciliation Specialist @
- 2014 -2014 Fund of Funds Intern @ SSARIS Advisors, LLC
- 2014 -2014 Summer Intern @
- 2011 -2014 Class Representative @
- 2012 -2013 Bison Caller @
- 2013 -2013 Recruiting Assistant @
Gloria Lee Education
- HBX / Harvard Business School
(Financial Accounting, Business Analytics, and Economics for Managers)
2016-2016 - Bucknell University
Bachelor of Arts (BA) (Dean's List, Patriot League Honor Roll, NCAA Division I Women's Rowing, Class Representative on Bucknell Student Government, Chi Omega Women's Fraternity, Building on Foundations, Dining Committee, Student Calling)
2011-2015 - Yonsei University
(Relevant Coursework: Econometrics, Economics of Money and Banking, Accounting and Finance, Korean Reading and Writing, Toxicology; Volunteered at Eastern Social Welfare Society)
2014-2014 - Universidad de Granada
(Centro de Lenguas Modernas Courses: Economics of Spain and Latin America, Spanish Literature, Spanish Language and Culture, Art History; Tutored high school students in English at Instituto Generalife)
2013-2013 - Convent of the Sacred Heart
(Honor Roll, Women's Varsity Rowing, Women's Varsity Swimming, Madrigals Choir, Orchestra, Diversity Club, 100+ hours of community service)
2007-2011 - Colegio del Sagrado Corazon 2008
Gloria Lee Skills
- Trades Processing
- Trade Operations
- PowerPoint
- Economics
- Fixed Income
- Sales
- English
- Creative Writing
- Equities
- Account Reconciliation
- Mutual Funds
- Outlook
- Reconciliation
- Stata
- Microsoft Word
- Microsoft Excel
- Time Management
- Customer Service
- Social Media Marketing
- Teamwork
- Marketing Strategy
- Corporate Bonds
- Recruiting
- SPSS
- Spanish
Gloria Lee Summary
- Gloria Lee, based in New York, NY, US, is currently a Client Service Administrator at Edgewood Management LLC. Gloria Lee brings experience from previous roles at Edgewood Management LLC, Hardman Johnston Global Advisors LLC, Rockit Solutions, LLC and SSARIS Advisors, LLC. Gloria Lee holds a 2016 - 2016 HBX / Harvard Business School. With a robust skill set that includes Trades Processing, Trade Operations, PowerPoint, Economics, Fixed Income and more. Gloria Lee has 1 emails and 1 mobile phone numbers on RocketReach.
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