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 2 emails on RocketReach.
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Top Comprehensive Wealth Management, LLC Employees
Shilo Lockett
President
Lynnwood, WA, US
Brian Lockett
VP, Lead Advisor
Lynnwood, WA, US
Morgan Arford
Chief Investment Officer
Edmonds, WA, US
Jordan Tuchek
Trading Manager
Bellingham, WA, US
Jay Lee
Para Planner
Bothell, WA, US
Sophie Thilenius
Operations Associate
Lynnwood, WA, US
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