Heather Lee Email & Phone Number
Financial Analyst @ Goldman Sachs Ayco Personal Financial Management
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Heather Lee Location
- Albany, NY, US
Heather Lee Work
- Financial Analyst @ (June 2018 - Present)
- Intern @ (September 2017 - May 2018)
- Manager @ (June 2013 - April 2018)
- Summer Assistant @ Yates County Workforce Development (June 2016 - August 2017)
Heather Lee Education
- Le Moyne
(Accounting, Finance)
2014-2018 - Penn Yan Academy 2010-2014
Heather Lee Skills
- Management
- Teamwork
- Project Management
- Social Media
- Strategic Planning
- Budgets
- Microsoft Office
- Bloomberg
- Microsoft Access
- Public Speaking
- Leadership
- Team Building
- Team Leadership
- Microsoft Project
- Modeler
- Tax Preparation
- Risk Management
- Personal Income Tax Returns
- Tax Planning
- Financial Analysis
- Financial Services
- Financial Planning
- Retirement Planning
- 401(k) Retirement Savings Plans
- Portfolio Management
- Retirement Income Strategies
- Qualified Retirement Plans
- Retirement Savings
- Analytical Skills
- Customer Service
- Income Tax
- Microsoft Word
- Business Management
- QuickBooks
- Finance
- Financial Risk
- Financial Statements
- Investments
- Investment Management
- Trading
Heather Lee Summary
- Heather Lee, based in Albany, NY, US, is currently a Financial Analyst at Ayco, a Goldman Sachs Company. Heather Lee brings experience from previous roles at Massmutual Financial Group, Lake Street Plaza Theatres and Yates County Workforce Development. Heather Lee holds a 2014 - 2018 Le Moyne. With a robust skill set that includes Management, Teamwork, Project Management, Social Media, Strategic Planning and more. Heather Lee has 3 emails and 1 mobile phone numbers on RocketReach.
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