Joann Lee Email
Financial Representative @ Fidelity Investments
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Joann Lee Location
- San Jose, CA, US
Joann Lee Work
- Financial Solutions Advisor II- Assistant Vice President @ (November 2025 - Present)
- Financial Representative @ (December 2024 - Present)
- Financial Professional @ (February 2024 - Present)
Joann Lee Education
- University of California, Berkeley
Political Economy (Business, Management, Marketing and Related Support Services)
2016-2020 - Branham High School
High School Diploma
Joann Lee Skills
- Accounting
- Business Analysis
- Business-to-Business (B2B)
- Communication
- Data Analysis
- Enterprise Resource Planning (ERP)
- Finance
- Marketing
- Microsoft Excel
- Project Management
- SAP ERP
- Sales Effectiveness
- Salesforce.com
Joann Lee Summary
- Joann Lee, based in San Jose, CA, US, is currently a Financial Representative at Fidelity Investments. Joann Lee brings experience from previous roles at Merrill Lynch and New York Life Insurance Company. Joann Lee holds a 2016 - 2020 Political Economy in Business, Management, Marketing and Related Support Services @ University of California, Berkeley. With a robust skill set that includes Accounting, Business Analysis, Business-to-Business (B2B), Communication, Data Analysis and more. Joann Lee has 2 emails on RocketReach.
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