Jonathan Lee Email & Phone Number
Executive Director @ Solomons Group
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Jonathan Lee Location
- Sydney, NSW, AU
Jonathan Lee Work
- Executive Director @ (July 2019 - Present)
- Partner @ (June 2019 - Present)
- Private Wealth Advisor @ (September 2017 - June 2019)
- Senior Financial Advisor @ (January 2017 - September 2017)
- Advanced Financial Adviser @ (May 2015 - January 2017)
- Business Development Manager @ Esteem Group Service (March 2015 - March 2017)
- Associate Financial Planner @ (October 2014 - May 2015)
- Customer Service Specialist ( Acting Branch Manager) @ (January 2012 - February 2013)
- Banking Advisor and Kiosk Manager @ (April 2010 - June 2012)
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 Capital, Macquarie Group and BT Financial Group. 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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Brisbane, QLD, AU
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Thomas Kim
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Perth, WA, AU
Daniel Park
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Diana Jang
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Rebecca Li
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