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Janet Lee Location
United States
Janet Lee Work
2019 -now Senior Vice President @
2008 -now Vice President @
now Senior Vice President, National Accounts @
now Marketing Director @
Janet Lee Education
University of California - Davis
Bachelor of Arts (Business)
1993-1997
Janet Lee Skills
Alternative Investments
Wealth Management
FINRA
Financial Advisory
Series 63
Investment Strategies
Investments
Asset Management
Customer Service
Investment Advisory
Asset Allocation
Financial Services
Retirement Planning
Securities
Mutual Funds
Janet Lee Summary
Janet Lee, based in United States, is currently a Senior Vice President at The Pacific Financial Group, Inc.. Janet Lee brings experience from previous roles at The Pacific Financial Group, Inc. and Icon Securities (Pvt.) Ltd.. Janet Lee holds a 1993 - 1997 Bachelor of Arts in Business @ University of California - Davis. With a robust skill set that includes Alternative Investments, Wealth Management, FINRA, Financial Advisory, Series 63 and more. Janet Lee has 2 emails and 3 mobile phone numbers on RocketReach.
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