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
- 2024 -now Senior Vice President, Private Advisor Performance and Compensation @
- 2018 -2024 Vice President, Private Advisor Performance and Compensation @
- 2014 -2018 Senior Manager, Wealth and Asset Management Advisory @
- 2012 -2014 Manager, Wealth and Asset Management Advisory @
- 2011 -2012 Director, Relationship Management @
- 2009 -2011 Manager, Relationship Management @
- 2008 -2009 Six Sigma Team Leader @ Fiserv, Investment Services Division
- 2006 -2008 Sr. Process Engineer and 6 Sigma Black Belt @ Fiserv, Investment Services Division
- 2004 -2006 Sales Office Manager @
- 2002 -2004 Divisional Quality Executive @
- 2000 -2002 Certified Six Sigma Black Belt @
- 1996 -2000 Account Executive @
Jeff Lee Education
- Clarkson University
B.S. (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 B.S., 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 1 mobile phone numbers on RocketReach.
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Top Rockefeller Capital Management Employees
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
Samantha Cooper
Managing Director, Head of Distribution
New York, NY, US
Schuyler Perry
Managing Director
New York, NY, US
Gregory Fleming
President and Chief Executive Officer
New York, NY, US
Susan Krimigis
COO, Moon Wealth Partners
Bethesda, MD, US
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