Graeme Lee Email & Phone Number
Head of Strategic Growth @ Bluespring Wealth Partners
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Graeme Lee Location
- Austin, TX, US
Graeme Lee Work
- 2025 -now Head of Strategic Growth @
- 2023 -2025 SVP, Business Line Leader @
- 2020 -2023 Vice President, Business Strategist Leader @
- 2012 -2020 Vice President, Head of Business Consulting @
- 2010 -2012 Assistant Vice, President Business Development @
- 2006 -2009 Advisory Sales Consultant @
- 2004 -2006 Training and Insurance Department Production Coordinator @ UVEST Financial Services (Purchased by LPL)
Graeme Lee Education
- University of North Carolina at Charlotte - Belk College of Business
Bachlor of Science (Business Administration and Management, General)
2002-2006 - University of North Carolina at Charlotte
Bachlor of Science (Business Administration)
2002-2006
Graeme Lee Skills
- Investments
- Securities
- Series 7
- Mutual Funds
- Asset Management
- Investment Advisory
- Banking
- Coaching
- Equities
- Public Speaking
- Strategic Planning
- Business Strategy
- New Business Development
- Negotiation
- Team Building
- Budgeting
- Team Leadership
- Excel
- Portfolio Management
- Financial Services
- Finance
- Financial Advisory
- Asset Allocation
- Wealth Management
- Investment Strategies
- Retirement
- Investment Management
- Series 63
- Sales
- Marketing
- Financial Analysis
- Project Management
- Series 65
- Services
- Positioning
- Helping Others Succeed
- Long Term Customer Relationships
- Consulting
- Friendly
- Aspirations
- People Development
- Sales Operations
- Business Development
- Business Services
- Relationship Management
- Data Mapping
- Executive Positions
- Management Consulting
- Lasting Relationships
- Microsoft Word
- Hearing
- Marketability
- Deloitte
- Interviews
- Customer Service
- Lives
- Succession Planning
- Pleasure
- Management
- Helping Others
- Technology Adoption
- Hiring
Graeme Lee Summary
- Graeme Lee, based in Austin, TX, US, is currently a Head of Strategic Growth at Bluespring Wealth Partners. Graeme Lee brings experience from previous roles at LPL Financial and Kestra Financial. Graeme Lee holds a 2002 - 2006 Bachlor of Science in Business Administration and Management, General @ University of North Carolina at Charlotte - Belk College of Business. With a robust skill set that includes Investments, Securities, Series 7, Mutual Funds, Asset Management and more. Graeme Lee has 3 emails and 2 mobile phone numbers on RocketReach.
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Top Bluespring Wealth Partners Employees
Graeme Lee
Head of Strategic Growth
Austin, TX, US
George Sutcliffe
Head of Operations
Lincoln, CA, US
Jim Wilson
Chairman
Roseville, CA, US
Michael Sollazzo
Wealth Management Counsel
Roseville, CA, US
Daniel Czulno
Senior Managing Director, Head of Operations
Lexington, KY, US
Ezra Firkins
Senior Director of Communications
Minneapolis, MN, US
Pradeep Jayaraman
President
Austin, TX, US
William Salmen
Head of Mergers and Acquisitions
Austin, TX, US
Rochelle Levy
Chief Compliance Officer
Austin, TX, US
Suzy Klapperich
Wealth Advisor
Saint Paul, MN, US
Jeffrey Daniher
Director of Wealth Management
Batavia, OH, US
Jason White
Compliance Officer
Austin, TX, US
Lynda Dupre
VP Strategic Initiatives
Austin, TX, US
Taylor Wilson
Strategic Revenue Director
Austin, TX, US
Stuart Silverman
Chairman
Park City, UT, US
Tyler Schlater
VP Corporate Business Development
Columbus, OH, US
Jonathan Bartholomew
Strategic Relationship Director
Austin, TX, US
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