Jeff Lee Email & Phone Number
Senior Vice President, Private Advisor Performance and Compensation @ Rockefeller Capital Management
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Jeff Lee Location
- New York, NY, US
Jeff Lee Work
- Senior Vice President, Private Advisor Performance and Compensation @ (March 2024 - Present)
- Vice President, Private Advisor Performance and Compensation @ (November 2018 - March 2024)
- Senior Manager, Wealth and Asset Management Advisory @ (October 2014 - November 2018)
- Manager, Wealth and Asset Management Advisory @ (April 2012 - September 2014)
- Director, Relationship Management @ (April 2011 - April 2012)
- Manager, Relationship Management @ (April 2009 - April 2011)
- Six Sigma Team Leader @ Fiserv, Investment Services Division (January 2008 - January 2009)
- Sr. Process Engineer and 6 Sigma Black Belt @ Fiserv, Investment Services Division (January 2006 - January 2008)
- Sales Office Manager @ (January 2004 - January 2006)
- Divisional Quality Executive @ (January 2002 - January 2004)
- Certified Six Sigma Black Belt @ (January 2000 - January 2002)
- Account Executive @ (January 1996 - January 2000)
Jeff Lee Education
- Clarkson University
B.S. (Engineering, with Distinction)
Jeff Lee Skills
- Financial Advisory
- Compensation Management
- Business Process Improvement
- Program Management
- Management
- Six Sigma
- Strategy
- Leadership
- Digital Strategy
- FinTech
- Agile Methodologies
- Management Consulting
- Process Improvement
- Process Engineering
- Financial Services
- Customer Satisfaction
- Business Analysis
- SDLC
- Relationship Management
- Account Management
- IT Strategy
- Project Management
- Vendor Management
- Consulting
- Software Project Management
- Portfolio Management
- Risk Management
- Wealth Management
- Analysis
- Cross-functional Team Leadership
- Product Management
- Banking
- Mergers & Acquisitions
- Quality Management
- CRM
- Strategic Planning
- IT Management
- Team Leadership
- Net Promoter Score
- Sales
- Separately Managed Accounts
- Project Portfolio Management
- Business Intelligence
- Sales Management
- Unified Managed Accounts
- Operations Management
- Change Management
- Integration
- Business Strategy
- Business Development
- Executive Management
- Customer Relationship Management (CRM)
- PowerPoint
- Public Speaking
- PMO
- Performance
- Advisory
- Business Process
- Cross Functional Team Leadership
- Financial Analysis
- Requirements Gathering
- Outsourcing
- Mergers and Acquisitions
- Services
- Performance Improvement
- Customer Relationship Management Crm
- Customer Relationship Management
Jeff Lee Summary
- Jeff Lee, based in New York, NY, US, is currently a Senior Vice President, Private Advisor Performance and Compensation at Rockefeller Capital Management. Jeff Lee brings experience from previous roles at Rockefeller Capital Management, EY and Fiserv, Investment Services Division. Jeff Lee holds a B.S. in Engineering, with Distinction @ Clarkson University. With a robust skill set that includes Financial Advisory, Compensation Management, Business Process Improvement, Program Management, Management and more. Jeff Lee has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Rockefeller Capital Management Employees
Laura Esposito
Managing Director, Chief Client Officer
New York, NY, US
James Lee
Managing Director
New York, NY, US
Georgina Lahoud-Nico
Managing Director - Private Wealth Advisor
New York, NY, US
Casey Clark
President, Rockefeller Global Investment Management
New York, NY, US
Edward Moldaver
Managing Director
New York, NY, US
Chris Dupuy
President, Rockefeller Global Family Office
San Clemente, CA, US
Noel Hodges
Managing Director, Private Wealth Advisor
New York, NY, US
Michael Outlaw
President, Rockefeller Global Family Office
New York, NY, US
Schuyler Perry
Managing Director
New York, NY, US
Gregory Fleming
President and Chief Executive Officer
New York, NY, US
Larry Rothenberg
Managing Director
New York, NY, US
James Rajeshvincent
Chief Information Officer
New York, NY, US
Susan Krimigis
COO, Moon Wealth Partners
Bethesda, MD, US
Michael Merlin
Founder, Merlin Wealth Management
Atlanta, GA, US
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