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John Lee Location
New York, NY, US
John Lee Work
Product Manager @ (November 2019 - Present)
Associate Product Manager @ (October 2017 - November 2019)
Senior Trade Settlement Analyst @ (July 2014 - October 2017)
RIA Analyst @ Transamerica Financial Advisors, Inc. (November 2013 - July 2014)
Advisor Representative, Client Services @ (February 2008 - August 2013)
Associate Editor @ (December 2005 - February 2008)
John Lee Education
William & Mary 2001-2005
Jesuit
John Lee Skills
Analytics
Asset Management
Business Development
Data Analysis
ETFs
Equities
Financial Analysis
Financial Markets
Financial Modeling
Investments
Maintaining Strong Client Relationships
Market Research
Mutual Funds
Portfolio Management
Portfolio Management Operations
Research
Securities
Separately Managed Accounts
Trading
John Lee Summary
John Lee, based in New York, NY, US, is currently a Product Manager at VanEck. John Lee brings experience from previous roles at VanEck, Transamerica Financial Advisors, Inc. and Dorsey, Wright & Associates. John Lee holds a 2001 - 2005 William & Mary. With a robust skill set that includes Analytics, Asset Management, Business Development, Data Analysis, ETFs and more. John Lee has 2 emails and 4 mobile phone numbers on RocketReach.
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