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 3 mobile phone numbers on RocketReach.
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Others Named Howard Lee
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Howard Lee
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Top Focus Partners LLC Employees
Mark Driscoll
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Boston, MA, US
Melissa Ciotoli
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Liz Talbot
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Boston, MA, US
Mark Kalinowsky
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Howard Lee
Managing Director
San Jose, CA, US
Kevin Crowley
Partner and VP
Wellesley, MA, US
Christopher Dolan
Director, Operations
Wellesley, MA, US
Cynthia Chu
Managing Director, Service and Operations
California, United States
Amy McMaster
Managing Director
Boston, MA, US
Angela Muckler
Regional Director
St. Louis, MO, US
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