Judy Lee's Location
New York, NY, US
Judy Lee's Work
- Senior Vice President-Investments @ New York Fitness
- Vice President, Senior Private Banker @ Barclays
- First Vice President, Senior Private Banker @ HSBC
- Vice President-International Private Banking @ Standard Chartered Bank
- Credit Analyst, Domestic Private Banking @ Chase
Judy Lee's Education
- Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.) (International Business, Finance)
- Universidad Rafael Landívar
(International Economics)
Judy Lee's Skills
- Series 3
- Series 7
- Series 63
- Wealth Management
- Alternative Investments
- Asset Allocation
- Fixed Income
- Investment Advisory
- Offshore Trust and Estate Planning
- Structured Products
Judy Lee's Summary
Judy Lee, based in New York, NY, US, is currently a Senior Vice President-Investments at UBS, bringing experience from previous roles at Barclays Private Bank, HSBC USA (former Republic National Bank of New York), Standard Chartered Bank and JP Morgan Chase & Co (Former Chemical Banking Corporation). Judy Lee holds a Bachelor of Business Administration (B.B.A.) in International Business, Finance @ Pace University - Lubin School of Business. With a robust skill set that includes Series 3, Series 7, Series 63, Wealth Management, Alternative Investments and more, Judy Lee contributes valuable insights to the industry.
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