Ka Lee Email & Phone Number

AVP, Financial Solutions Advisor at Bank of America and Merrill Lynch @ Bank of America Merrill Lynch

5 free lookup(s).

Ka Lee Location

California, United States

Ka Lee Work

2026 - now AVP, Financial Solutions Advisor at Bank of America and Merrill Lynch @ Bank of America Merrill Lynch
2025 - 2026 Financial Advisor @ Park Avenue Securities
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2024 - 2026 Financial Advisor @ Pacific Advisors
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2024 - 2026 Financial Advisor @ Pacific Advisors
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2019 - 2026 Founder and CEO @ Loft Science
2021 - 2024 Founder and CEO @ Trippian
2019 - 2021 Founder and Manager @ AirCook
2014 - 2016 Founder, Financial Advisor @ Positive Impact Wealth Management
2012 - 2014 VP Private Client Advisor @ J.P. Morgan
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2010 - 2012 Vice President, Financial Advisor @ HSBC
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see less

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 Phone Numbers

Found 1 phone numbers

+1 510-366-XXXX

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Toronto, ON, CA
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Karen Lee

Vice President, Regional Counsel at Brookfield Properties

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