Haley Lee Email & Phone Number
Financial Advisor @ Investment Center Advisor Group
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Haley Lee Location
- Loveland, CO, US
Haley Lee Work
- Financial Advisor @ (May 2024 - Present)
- Hybrid Product Wholesaler @ (May 2023 - May 2024)
- Senior Internal Wholesaler @ (December 2022 - May 2023)
- Internal Wholesaler @ (September 2021 - December 2022)
- Internal Specialist @ (July 2021 - August 2021)
- Sales Assistant @ (July 2020 - June 2021)
- Chapter President @ (November 2018 - December 2019)
- VP - Member Education @ (November 2017 - December 2018)
- Secretary @ (June 2017 - November 2017)
- Senior Annuity Support Intern @ (May 2019 - August 2019)
- Senior Intern @ (January 2019 - May 2019)
- Financial Planning Intern @ (August 2018 - December 2018)
- Senior Annuity Support Intern @ (May 2018 - August 2018)
- Annuity Support Intern @ (May 2017 - August 2017)
Haley Lee Education
- Arizona State University - W. P. Carey School of Business
Bachelor of Science - BS (Finance)
2016-2020 - Berthoud High School 2012-2016
Haley Lee Summary
- Haley Lee, based in Loveland, CO, US, is currently a Financial Advisor at Investment Center Advisor Group. Haley Lee brings experience from previous roles at Jackson. Haley Lee holds a 2016 - 2020 Bachelor of Science - BS in Finance @ Arizona State University - W. P. Carey School of Business. Haley Lee has 1 emails and 1 mobile phone numbers on RocketReach.
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