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
- 2015 -now Managing Partner, Financial Advisor @
- 2006 -2015 Financial Advisor @
- 2009 -2014 Retirement Planning Instructor @
- 2002 -2006 Director of Marketing @
- 1998 -2000 Group Product Manager @
- 1998 -2000 Director of Marketing @ LinkExchange
- 1997 -1998 Product Manager @
- 1995 -1996 Executive Assistant Manager @ Sheraton Boston Hotel
- 1994 -1994 Brand Managment Intern @
- 1990 -1993 Junior Associate Consultant @ APM (CSC Healthcare)
John Lee Education
- Stanford University Graduate School of Business 1993-1995
- Stanford University 1985-1990
- Ames High School 1982-1985
- Welch Junior High
John Lee Skills
- Campaigning
- Management
- Information
- Volunteering
- Marketing Communications
- Microsoft Excel
- Marketing
- Customer Service
- Investment Advisory Services
- England And Wales
- Wealth Management
- Social Policy
- Advice
- Leadership
- Risk Management
- Analytics
- Executive Management
- Strategy
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 Stanford University Graduate School of Business. With a robust skill set that includes Campaigning, Management, Information, Volunteering, Marketing Communications and more. John Lee has 2 emails and 1 mobile phone numbers on RocketReach.
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