Jay Lee Email & Phone Number
Para Planner @ Comprehensive Wealth Management, LLC
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Jay Lee Location
- Bothell, WA, US
Jay Lee Work
- 2022 -now Para Planner @
- 2020 -2023 Financial Wellness Banker @
Jay Lee Education
- University of Washington
Bachelor's degree (Business Administration and Management, General)
2018-2021
Jay Lee Skills
- Economics
- Sales
- Marketing
- Financial Analysis
- Financial Advisory
- Communication
- Finance
- Financial Planning
- Financial Modeling
- Marketing Materials
- Due Diligence
- Analytical Skills
- Attention to Detail
Jay Lee Summary
- Jay Lee, based in Bothell, WA, US, is currently a Para Planner at Comprehensive Wealth Management, LLC. Jay Lee brings experience from previous roles at KeyBank. Jay Lee holds a 2018 - 2021 Bachelor's degree in Business Administration and Management, General @ University of Washington. With a robust skill set that includes Economics, Sales, Marketing, Financial Analysis, Financial Advisory and more. Jay Lee has 1 emails on RocketReach.
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