Joseph Lee Email & Phone Number
Vice President @ Liberty Land Abstract
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Joseph Lee Location
- New York, NY, US
Joseph Lee Work
- 2021 -now Vice President @
- 2018 -2021 Private Client Banker- Assistant Vice President @ J.P. Morgan Chase Bank, N.A.
- 2017 -2018 Relationship Banker @
- 2016 -2017 Financial Advisor @
- 2015 -2015 Server and Host @ Ichiumi Japanese Seafood and Buffet
- 2013 -2015 Deposits and Server @
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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