Karen Lee Email & Phone Number
AVP, Financial Solutions Advisor at Bank of America and Merrill Lynch @ Bank of America Merrill Lynch
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Karen Lee Location
- California, United States
Karen Lee Work
- AVP, Financial Solutions Advisor at Bank of America and Merrill Lynch @ (March 2026 - Present)
- Financial Advisor @ (July 2025 - March 2026)
- Financial Advisor @ (August 2024 - March 2026)
- Financial Advisor @ (August 2024 - March 2026)
- Founder and CEO @ (November 2019 - March 2026)
- Founder and CEO @ (September 2021 - August 2024)
- Founder and Manager @ (September 2019 - September 2021)
- Founder, Financial Advisor @ Positive Impact Wealth Management (July 2014 - June 2016)
- VP Private Client Advisor @ (April 2012 - July 2014)
- Vice President, Financial Advisor @ (January 2010 - April 2012)
- Financial Advisor @ (August 2005 - January 2010)
- Financial Advisor @ (January 2004 - August 2005)
- Financial Planner @ (December 2002 - January 2004)
- Co-Founder and manager @ K&D Interactive, LLC (September 1998 - December 2003)
Karen 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
Karen Lee Skills
- Business Development
- Business Modeling
- Business Strategy
- Design Thinking
- Digital Marketing
- Entrepreneurship
- Financial Planning
- New Business Development
- Project Management
- Retail Banking
- Retirement Planning
- Start-ups
- Trading
- Wealth Management Services
Karen Lee Summary
- Karen 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. Karen Lee brings experience from previous roles at Park Avenue Securities, Pacific Advisors and Loft Science. Karen Lee holds a 2019 - 2020 Executive Program I Stanford LEAD: Corporate Innovation Certificate @ Stanford University Graduate School of Business. With a robust skill set that includes Business Development, Business Modeling, Business Strategy, Design Thinking, Digital Marketing and more. Karen Lee has 1 mobile phone numbers on RocketReach.
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