Karen Lee's Location
Dallas, TX, US
Karen Lee's Work
- Associate Financial Representative @ Northwestern Mutual
- Tax Consultant @ Alliance Tax Resolution Services, LLC
- Director of Strategic Alliances @ Alliance Tax & Accounting Service
- Co-owner, Sales and Marketing @ Alliance Tax & Accounting Service
- Vice President @ JPMorgan Chase & Co.
- Vice President @ BMO Transportation Finance
Karen Lee's Education
- Drake University
Bachelor of Science (B.S.) (Business Administration and Management, General)
1978 - 1983
Karen Lee's Skills
- Risk Management
- Financial Analysis
- Customer Service
- Coaching
- Leadership
- Tax Resolution
- Offer in Compromise
- Tax Returns
- Consumer Lending
- Mortgage Lending
Karen Lee's Summary
Karen Lee, based in Dallas, TX, US, is currently a Associate Financial Representative at Northwestern Mutual, bringing experience from previous roles at Alliance Tax Resolution Service, LLC, Alliance Tax & Accounting Service and JPMorgan Chase. Karen Lee holds a 1978 - 1983 Bachelor of Science (B.S.) in Business Administration and Management, General @ Drake University. With a robust skill set that includes Risk Management, Financial Analysis, Customer Service, Coaching, Leadership and more, Karen Lee contributes valuable insights to the industry. Karen Lee has 1 email on RocketReach.
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