Graeme Lee Email & Phone Number
Head of Strategic Growth @ Bluespring Wealth Partners
5 free lookup(s).
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 1 mobile phone numbers on RocketReach.
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