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
- Senior PIM Portfolio Manager, Managing Director, Investments @ (July 2012 - Present)
- Adjunct Professor @ (September 2009 - May 2021)
- Adjunct Lecturer @ (January 2009 - June 2020)
- Wealth Management @ (January 2006 - January 2012)
- Wealth Management and Business Financial Services @ (January 2002 - January 2006)
- Institutional Fixed-Income Sales @ (January 1997 - January 2002)
- Middle Market Debt Finance @ Carnegie Hill Partners (January 1996 - January 2002)
- Institutional Corporate Bond Trading @ Compagnie Financiere Tradition (January 1994 - January 1997)
- Institutional Corporate Bond Trading @ Rodman & Renshaw (January 1993 - January 1994)
- Syndicated Loan Trading @ (January 1990 - January 1992)
- Corporate Finance @ (January 1988 - January 1990)
- Analyst Program @ (January 1988 - January 1988)
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 2 emails and 1 mobile phone numbers on RocketReach.
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