Jonathan Lee Email & Phone Number
Executive Director @ Solomons Group
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Jonathan Lee Location
- Sydney, NSW, AU
Jonathan Lee Work
- 2019 -now Executive Director @
- 2019 -now Partner @
- 2017 -2019 Private Wealth Advisor @
- 2017 -2017 Senior Financial Advisor @
- 2015 -2017 Business Development Manager @ Esteem Group Service
- 2015 -2017 Advanced Financial Adviser @
- 2014 -2015 Associate Financial Planner @
- 2012 -2013 Customer Service Specialist ( Acting Branch Manager) @
- 2010 -2012 Banking Advisor and Kiosk Manager @
Jonathan Lee Education
- Western Sydney University
Bachelor of Financial Advising (Accounting and Finance)
2008-2011 - The Leys School
High School (Biology/Biological Sciences, General)
1994-2000
Jonathan Lee Skills
- Team Leadership
- Financial Planning
- Branch Management
- Sales Management
- Key Account Management
- Financial Services
- New Business Development
- Banking
- Wealth Management
- Investment Advisory
- Portfolio Management
- Investments
- Business Development
- Relationship Management
- Risk Management
- Credit
- Management
- Microsoft Excel
- Training
Jonathan Lee Summary
- Jonathan Lee, based in Sydney, NSW, AU, is currently a Executive Director at Solomons Capital. Jonathan Lee brings experience from previous roles at Solomons Wealth Management Australia, Macquarie Group, BT Financial Group and Esteem Group Service. Jonathan Lee holds a 2008 - 2011 Bachelor of Financial Advising in Accounting and Finance @ Western Sydney University. With a robust skill set that includes Team Leadership, Financial Planning, Branch Management, Sales Management, Key Account Management and more. Jonathan Lee has 1 emails and 2 mobile phone numbers on RocketReach.
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