John Lee Email & Phone Number
Managing Partner, Financial Advisor @ Vantage Wealth Management, LLC
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John Lee Location
- Santa Rosa, CA, US
John Lee Work
- Managing Partner, Financial Advisor @ (February 2015 - Present)
- Financial Advisor @ (August 2006 - February 2015)
- Retirement Planning Instructor @ (February 2009 - February 2014)
- Director of Marketing @ (June 2002 - August 2006)
- Group Product Manager @ (October 1998 - December 2000)
- Director of Marketing @ LinkExchange (January 1998 - January 2000)
- Product Manager @ (January 1997 - August 1998)
- Executive Assistant Manager @ Sheraton Boston Hotel (January 1995 - January 1996)
- Brand Managment Intern @ (June 1994 - August 1994)
- Junior Associate Consultant @ APM (CSC Healthcare) (September 1990 - June 1993)
John Lee Education
- Stanford University Graduate School of Business
MBA (Business)
1993-1995 - Stanford University
BAS (Sociology and VTSS (Industrial Engineering))
1985-1990 - Ames High School 1982-1985
- Welch Junior High
John Lee Skills
- Analytics
- Charitable Giving
- Estate Planning
- Executive Management
- Financial Planning
- Insurance
- Investment Management
- Leadership
- Retirement Planning
- Risk Management
- Strategy
- Campaigning
- Management
- Information
- Volunteering
- Marketing Communications
- Microsoft Excel
- Marketing
- Customer Service
- Investment Advisory Services
- England And Wales
- Wealth Management
- Social Policy
- Advice
John Lee Summary
- John Lee, based in Santa Rosa, CA, US, is currently a Managing Partner, Financial Advisor at Vantage Wealth Management, LLC. John Lee brings experience from previous roles at SageCrest Wealth Management, City College of San Francisco - Continuing Education, Pure Digital Technologies and Microsoft. John Lee holds a 1993 - 1995 MBA in Business @ Stanford University Graduate School of Business. With a robust skill set that includes Analytics, Charitable Giving, Estate Planning, Executive Management, Financial Planning and more. John Lee has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Vantage Wealth Management, LLC Employees
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