Grace Lee Email
Financial Advisor @ Eagle Strategies
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Grace Lee Location
- Los Angeles, CA, US
Grace Lee Work
- Financial Advisor @ (October 2022 - Present)
- Assistant Vice President - Investment Associate @ (January 2002 - May 2019)
Grace Lee Education
- University of California, Santa Barbara
Bachelor of Arts - BA (Law & Society)
Grace Lee Skills
- Client Relations
- Client Services
- Equity Research
- Financial Analysis
- Financial Planning
- Financial Reporting
- Investment Management
- Portfolio Management
- Risk Management
- Wealth Management Services
Grace Lee Summary
- Grace Lee, based in Los Angeles, CA, US, is currently a Financial Advisor at Eagle Strategies. Grace Lee brings experience from previous roles at Franklin Templeton. Grace Lee holds a Bachelor of Arts - BA in Law & Society @ University of California, Santa Barbara. With a robust skill set that includes Client Relations, Client Services, Equity Research, Financial Analysis, Financial Planning and more. Grace Lee has 1 emails on RocketReach.
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