Gretchen Lee Email & Phone Number
Chief Compliance Officer @ Clifford Swan Investment Counselors
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Gretchen Lee Location
- Pasadena, CA, US
Gretchen Lee Work
- 2018 -now Chief Compliance Officer @
- 2009 -now Compliance Consultant @ Crown City Compliance
- 2005 -2009 Chief Compliance Officer @
- 2000 -2004 Investment Associate @ Engemann Asset Management
Gretchen Lee Education
- Scripps College
BA Economics (May 1992)
1988-1992
Gretchen Lee Skills
- Wealth Management
- Proxy Voting
- Securities
- Risk Assessment
- Broker Dealer
- Marketing Communications
- Due Diligence
- Investments
- Asset Management
- Financial Risk
- Compliance
- Investment Management
- SEC filings
- Investment Advisory
- Consultants
- Investment Management Industry
- Equities
- Mutual Funds
Gretchen Lee Summary
- Gretchen Lee, based in Pasadena, CA, US, is currently a Chief Compliance Officer at Clifford Swan Investment Counselors. Gretchen Lee brings experience from previous roles at Crown City Compliance, Gamble Jones Investment Counsel and Engemann Asset Management. Gretchen Lee holds a 1988 - 1992 BA Economics in May 1992 @ Scripps College. With a robust skill set that includes Wealth Management, Proxy Voting, Securities, Risk Assessment, Broker Dealer and more. Gretchen Lee has 2 emails and 1 mobile phone numbers on RocketReach.
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