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Joseph Lee Location
New York, NY, US
Joseph Lee Work
Vice President @ (July 2021 - Present)
Private Client Banker- Assistant Vice President @ J.P. Morgan Chase Bank, N.A. (January 2018 - July 2021)
Relationship Banker @ (April 2017 - January 2018)
Financial Advisor @ (March 2016 - March 2017)
Server and Host @ Ichiumi Japanese Seafood and Buffet (May 2015 - October 2015)
Deposits and Server @ (August 2013 - October 2015)
Joseph Lee Education
State University of New York at Albany
Bachelor of Science (BS) (Accounting)
2011-2015
Bronx High School of Science
High school diploma
2007-2011
Joseph Lee Skills
Microsoft Office
Microsoft Excel
Mathematics
Accounting
Social Skills
Clerical Skills
Customer Service
Finance
Sales
Microsoft Word
PowerPoint
Research
Leadership
Training
Teamwork
Retirement Planning
Financial Services
Financial Strategy
Investment Advisory
Wealth Management
Investment Advisory Services
Annuity services
Insurance services
Tax-deferred investment planning
Pension distribution planning
Customer Satisfaction
Communication
Small Business
Services
Tax Deferred Investment Planning
Joseph Lee Summary
Joseph Lee, based in New York, NY, US, is currently a Vice President at Liberty Land Abstract. Joseph Lee brings experience from previous roles at J.P. Morgan Chase Bank, N.A., JPMorgan Chase & Co., AXA Advisors, LLC and Ichiumi Japanese Seafood and Buffet. Joseph Lee holds a 2011 - 2015 Bachelor of Science (BS) in Accounting @ State University of New York at Albany. With a robust skill set that includes Microsoft Office, Microsoft Excel, Mathematics, Accounting, Social Skills and more. Joseph Lee has 2 emails and 3 mobile phone numbers on RocketReach.
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