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Grant Lee Location
California, United States
Grant Lee Work
1987 -now Managing Director and Private Wealth Advisor at Morgan Stanley Private Wealth Management @
1984 -1986 Management Trainee and Marketing Coordinator @ Franklin Resources, Inc.
Grant Lee Education
University of California, Davis
Bachelor of Science (Managerial Economics)
Grant Lee Skills
Microsoft Word
PowerPoint
Investments
Planning
Cash Flow
Assessment
SAN
Grant Lee Summary
Grant Lee, based in California, United States, is currently a Managing Director and Private Wealth Advisor at Morgan Stanley Private Wealth Management at Morgan Stanley. Grant Lee brings experience from previous roles at Franklin Resources, Inc.. Grant Lee holds a Bachelor of Science in Managerial Economics @ University of California, Davis. With a robust skill set that includes Microsoft Word, PowerPoint, Investments, Planning, Cash Flow and more. Grant Lee has 3 emails and 2 mobile phone numbers on RocketReach.
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