Irving Lee Email & Phone Number
Financial Solutions Advisor @ Bank of America
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Irving Lee Location
- New York, NY, US
Irving Lee Work
- Financial Solutions Advisor @ (February 2015 - Present)
- Wealth Management Banker @ (October 2013 - November 2014)
- Financial Solutions Advisor @ (May 2011 - October 2013)
- Premier Client Manager @ (July 2005 - April 2009)
Irving Lee Education
- NYU Stern School of Business
Bachelor of Science (B.S.) (Economics and Finance)
Irving Lee Skills
- Investments
- Banking
- Series 7
- Business Analysis
- Credit
- Mortgage Lending
- Refinance
- Integration
- Financial Services
- Wealth Management
- Sales
- Loans
Irving Lee Summary
- Irving Lee, based in New York, NY, US, is currently a Financial Solutions Advisor at Bank of America. Irving Lee brings experience from previous roles at Merrill Lynch and Bank of America. Irving Lee holds a Bachelor of Science (B.S.) in Economics and Finance @ NYU Stern School of Business. With a robust skill set that includes Investments, Banking, Series 7, Business Analysis, Credit and more.
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