Howard Lee Email & Phone Number
Managing Director @ Focus Partners LLC
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Howard Lee Location
- San Jose, CA, US
Howard Lee Work
- Managing Director @ (January 2025 - Present)
- Managing Director @ (January 2022 - Present)
Howard Lee Education
- University of California, Davis
BA (English)
1993-1998
Howard Lee Skills
- Asset Allocation
- Asset Management
- Financial Planning
- Investment Advisory
- Investments
- Mutual Funds
- Portfolio Management
- Retirement
- Retirement Planning
- Series 24
- Series 63
- Series 7
- Wealth Management
- Program Management
- Microsoft Excel
- Marketing
- Process Improvement
- Customer Service
Howard Lee Summary
- Howard Lee, based in San Jose, CA, US, is currently a Managing Director at Focus Partners Advisor Solutions. Howard Lee brings experience from previous roles at Buckingham Wealth Partners. Howard Lee holds a 1993 - 1998 BA in English @ University of California, Davis. With a robust skill set that includes Asset Allocation, Asset Management, Financial Planning, Investment Advisory, Investments and more. Howard Lee has 2 emails and 4 mobile phone numbers on RocketReach.
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