Jason Lee Email & Phone Number
Senior Vice President @ Community Trust and Investment Company
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Jason Lee Location
- Lexington, KY, US
Jason Lee Work
- Senior Vice President @ (March 2019 - Present)
- Vice President, Trust Specialist @ (December 2017 - March 2019)
- CFO @ Community Ventures Corporation (May 2015 - December 2017)
- Vice President - Senior Wealth Planner @ (June 2011 - May 2015)
- Attorney @ (September 2008 - June 2011)
- Controller @ Glenwild Golf Club & Spa (January 2001 - January 2005)
Jason Lee Education
- University of Kentucky J. David Rosenberg College of Law
Doctor of Law (J.D.)
2005-2008 - California State University-Sacramento
Jason Lee Skills
- Corporate Law
- Estate Administration
- Estate Planning
- Estate Tax Planning
- Legal Research
- Litigation
- Retirement Planning
- Tax Law
- Trust Services
- Trusts
- Wealth
- Wealth Management
- Wealth Management Services
- Wills
- PowerPoint
- Public Speaking
- Social Networking
- Microsoft Excel
- Marketing
- Customer Service
- Sales
- Microsoft Office
- Organized Multi Tasker
- Public Relations
- Energetic Leader
- Social Media
- Leadership
- Communication
- Microsoft Word
- Exceptional public speaker
- Editing
- Telephone Skills
- Microsoft Office 2008 Word
- Interviews
- Leadership Development
- Management
- Team Leadership
- Logic Pro
- Lotus Notes
- Finance
- Teamwork
- Marketing Strategy
- Interviewing
- Smartoffice
- Research
- Analytical Skills
- Google Analytics
- Web Analytics
- Customer Retention
- Sales Operations
- Solution Selling
- Sales Process
- Wireless
- Customer Experience
- Customer Satisfaction
- Sales Management
- Selling
- B2b
- Telecommunications
Jason Lee Summary
- Jason Lee, based in Lexington, KY, US, is currently a Senior Vice President at Community Trust and Investment Company. Jason Lee brings experience from previous roles at Merrill Lynch, Community Ventures Corporation, PNC Wealth Management and Wyatt, Tarrant & Combs, LLP. Jason Lee holds a 2005 - 2008 Doctor of Law (J.D.) @ University of Kentucky J. David Rosenberg College of Law. With a robust skill set that includes Corporate Law, Estate Administration, Estate Planning, Estate Tax Planning, Legal Research and more. Jason Lee has 2 mobile phone numbers on RocketReach.
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Top Community Trust and Investment Company Employees
Jason Lee
Senior Vice President
Lexington, KY, US
Chris
Director of Investment Management Group
Lexington, KY, US
Tammy Provost
Vice President, Portfolio Manager
Lexington, KY, US
Luke Foulds
Assistant Vice President and Relationship Officer
Lexington, KY, US
Nicole Record
Wealth Advisor
Lexington, KY, US
William Blythe
Wealth Advisor
Lexington, KY, US
AJ Onusumba
Investment Analyst
Lexington, KY, US
Geraldine Clark
Vice President and Senior Wealth Advisor
Pikeville, KY, US
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