John Jee Email & Phone Number
Senior PIM Portfolio Manager, Managing Director, Investments @ Wells Fargo Advisors
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John Jee Location
- Greenwich, CT, US
John Jee Work
- 2012 - now Senior PIM Portfolio Manager, Managing Director, Investments @
- 2009 - 2021 Adjunct Professor @
- 2009 - 2020 Adjunct Lecturer @
- 2006 - 2012 Wealth Management @
- 2002 - 2006 Wealth Management and Business Financial Services @
- 1997 - 2002 Institutional Fixed-Income Sales @
- 1996 - 2002 Middle Market Debt Finance @ Carnegie Hill Partners
- 1994 - 1997 Institutional Corporate Bond Trading @ Compagnie Financiere Tradition
- 1993 - 1994 Institutional Corporate Bond Trading @ Rodman & Renshaw
- 1990 - 1992 Syndicated Loan Trading @
- 1988 - 1990 Corporate Finance @
- 1988 - 1988 Analyst Program @
John Jee Education
- The Wharton School
CIMA (Investment Management)
2006 - 2006 - The University of Chicago Booth School of Business
MBA (Finance)
1990 - 1992 - University of Connecticut
BS & BA (Finance & Political Science)
1984 - 1987
John Jee Skills
- Concentrated Stock
- Financial Advisory
- Fixed Income
- Retirement Plan
- Business Succession
- Capital Markets
- Bonds
- Portfolio Management
- Microsoft Office
- Business Owner Planning
- Finance
- Financial Analysis
- Research
- Estate Investment
- Equity Derivatives
- Trading
- Private Equity
- Strategy
- Deferred Compensation
- Equities
- Corporate Finance
- Investments
- Financial Services
- Concentrated Stock Management
- Deferred Compensation Plans
- Retirement Planning
- Estate Investment Planning
- Retirement Plan Consulting
- Business Succession Planning
John Jee Summary
- John Jee, based in Greenwich, CT, US, is currently a Senior PIM Portfolio Manager, Managing Director, Investments at Wells Fargo Advisors. John Jee brings experience from previous roles at Sacred Heart University, Manhattanville College, Morgan Stanley and Merrill Lynch. John Jee holds a 2006 - 2006 CIMA in Investment Management @ The Wharton School. With a robust skill set that includes Concentrated Stock, Financial Advisory, Fixed Income, Retirement Plan, Business Succession and more. John Jee has 1 emails and 1 mobile phone numbers on RocketReach.
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