Jean Lee Email
Wealth Manager @ Lucia Capital Group
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Jean Lee Location
- San Diego, CA, US
Jean Lee Work
- Wealth Manager @ (June 2024 - Present)
- Board Member @ (April 2024 - Present)
- Financial Solutions Advisor @ (December 2022 - June 2024)
- Financial Solutions Advisor @ (December 2020 - December 2022)
- Advisor Development Program Relationship Manager @ (November 2019 - December 2020)
- Licensed Personal Banker 2 @ (April 2017 - November 2019)
- Personal Banker 2 @ (June 2016 - April 2017)
- Personal Banker @ (September 2015 - June 2016)
- Customer Service Specialist @ BBCN Bank (February 2013 - June 2015)
- Sales Associate @ BJ Clothes (July 2007 - November 2012)
Jean Lee Education
- California State Polytechnic University-Pomona
Bachelor of Science (B.S.) (Business Administration, Marketing Management)
2013-2015 - Fullerton College
Associate of Science (AS) (Business Administration and Management, General)
2011-2013
Jean Lee Summary
- Jean Lee, based in San Diego, CA, US, is currently a Wealth Manager at Lucia Capital Group. Jean Lee brings experience from previous roles at The Korean American Association of San Diego, Merrill Lynch and Bank of America Merrill Lynch. Jean Lee holds a 2013 - 2015 Bachelor of Science (B.S.) in Business Administration, Marketing Management @ California State Polytechnic University-Pomona. Jean Lee has 1 emails on RocketReach.
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