Howard Lee Email & Phone Number
Managing Director @ Focus Partners LLC
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Howard Lee Location
- San Jose, CA, US
Howard Lee Work
- 2025 -now Managing Director @
- 2022 -now Managing Director @
Howard Lee Education
- University of California, Davis
BA (English)
1993-1998
Howard Lee Skills
- Series 7
- Series 63
- Series 24
- Wealth Management
- Mutual Funds
- Investments
- Investment Advisory
- Asset Allocation
- Retirement Planning
- Asset Management
- Portfolio Management
- Financial Planning
- Retirement
- 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 Series 7, Series 63, Series 24, Wealth Management, Mutual Funds and more. Howard Lee has 2 emails and 4 mobile phone numbers on RocketReach.
Looking for a different Howard Lee?
Find contact details for 700 million professionals.
Others Named Howard Lee
Howard Lee
Vice President
Millburn, NJ, US
Howard Lee
Managing Partner
Palo Alto, CA, US
Howard Lee
President and CEO
Hawaii, United States
Howard Lee
Founder, Marketing Consultant and Advisor
Laguna Woods, CA, US
Howard Lee
Chief Creative Officer - US Networks
Silver Spring, MD, US
Howard Lee
Managing Director
Incheon, South Korea
Howard Lee
CEO
Seattle, WA, US
Top Focus Partners LLC Employees
Liz Talbot
Managing Director and Senior Wealth Advisor
Boston, MA, US
Jeremy Heffernan
Strategic Accounts Director
Los Angeles, CA, US
Nickolaos Kourounis
Tax Manager
New York, United States
Jonathan Scheid
President
San Jose, CA, US
Panch Romero
Regional Director
New Braunfels, TX, US
Cynthia Chu
Managing Director, Service and Operations
California, United States
Susan Chesson
Wealth Advisor
Washington, DC, US
Carter Schmid
Regional Director
St. Louis, MO, US
Angela Muckler
Regional Director
St. Louis, MO, US
Jeffery Yorg
Chief Compliance Officer and Associate General Counsel
St. Louis, MO, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co