Joe Lee Email & Phone Number
Managing Director - Deputy Head of Retirement Investment Solutions @ First Eagle Investments
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Joe Lee Location
- Morristown, NJ, US
Joe Lee Work
- 2023 -now Managing Director - Deputy Head of Retirement Investment Solutions @
- 2016 -now Senior Vice President, Head of Retirement Platforms and Strategy @
- 2015 -2016 Relationship Manager, National Accounts (DCIO) @
- 2008 -2014 Managing Director - Head of Advisor-sold DC Distribution @
- 1999 -2008 Vice President - Director of Retirement Services @
- 1994 -1999 Retirement Services Sales Manager @
Joe Lee Education
- Loyola University of Chicago - Graduate School of Business
MBA (Finance)
1997-1999 - University of Pennsylvania
BA (Economics)
1980-1984
Joe Lee Skills
- Mutual Funds
- Series 63
- 401k
- Investments
- Alternative Investments
- Asset Managment
- Asset Allocation
- Investment Advisory
- Retirement
- Hedge Funds
- Securities
- Wealth Management
- FINRA
- Defined Benefit
- Asset Management
- Bloomberg
- Fund of Funds
- Investment Strategies
- Leadership
- Sales Management
- Project Management
- Marketing
- Retirement Planning
- Financial Services
- 401k Retirement Savings Plans
- New Business Development
- Banking
- Investment Management
- 401 Retirement Savings Plans
Joe Lee Summary
- Joe Lee, based in Morristown, NJ, US, is currently a Managing Director - Deputy Head of Retirement Investment Solutions at First Eagle Investments. Joe Lee brings experience from previous roles at First Eagle Investments, DoubleLine Group LP, BlackRock and Goldman Sachs Asset Management. Joe Lee holds a 1997 - 1999 MBA in Finance @ Loyola University of Chicago - Graduate School of Business. With a robust skill set that includes Mutual Funds, Series 63, 401k, Investments, Alternative Investments and more. Joe Lee has 1 emails and 1 mobile phone numbers on RocketReach.
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