Ka Lee Email & Phone Number
AVP, Financial Solutions Advisor at Bank of America and Merrill Lynch @ Bank of America Merrill Lynch
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Ka Lee Location
- California, United States
Ka Lee Work
- 2026 -now AVP, Financial Solutions Advisor at Bank of America and Merrill Lynch @
- 2025 -2026 Financial Advisor @
- 2024 -2026 Financial Advisor @
- 2024 -2026 Financial Advisor @
- 2019 -2026 Founder and CEO @
- 2021 -2024 Founder and CEO @
- 2019 -2021 Founder and Manager @
- 2014 -2016 Founder, Financial Advisor @ Positive Impact Wealth Management
- 2012 -2014 VP Private Client Advisor @
- 2010 -2012 Vice President, Financial Advisor @
- 2005 -2010 Financial Advisor @
- 2004 -2005 Financial Advisor @
- 2002 -2004 Financial Planner @
- 1998 -2003 Co-Founder and manager @ K&D Interactive, LLC
Ka Lee Education
- Stanford University Graduate School of Business
Executive Program I Stanford LEAD: Corporate Innovation Certificate
2019-2020 - University of Nevada-Las Vegas
Bachelor of Arts (B.A.)
1997-2001
Ka Lee Summary
- Ka Lee, based in California, United States, is currently a AVP, Financial Solutions Advisor at Bank of America and Merrill Lynch at Bank of America Merrill Lynch. Ka Lee brings experience from previous roles at Park Avenue Securities, Pacific Advisors and Loft Science. Ka Lee holds a 2019 - 2020 Executive Program I Stanford LEAD: Corporate Innovation Certificate @ Stanford University Graduate School of Business. Ka Lee has 1 mobile phone numbers on RocketReach.
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