Lee Freitag Email & Phone Number
Senior Defined Contribution Strategist @ FocusPoint Private Capital Group
5 free lookup(s).
Lee Freitag Location
- Chicago, IL, US
Lee Freitag Work
- 2026 -now Senior Defined Contribution Strategist @
- 2024 -2026 Defined Contribution Strategist | Defined Contribution Lifetime Income @
- 2021 -2023 Practice Lead, Retirement Solutions @
- 2011 -2021 Head of Investment Strategy, Retirement Solutions @
- 2006 -2011 Senior Product Manager for Liability Driven Investments and Active Fixed Income @
- 1998 -2006 Investment Consultant - Wealth Management Group @
- 1995 -1998 Analyst - Investor Relations @
- 1992 -1995 Analyst - Accounting Operations @
Lee Freitag Education
- DePaul University
Bachelor of Science in Commerce (Finance)
- DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (MBA) (Management Accounting)
Lee Freitag Skills
- Asset Management
- Services
- Defined Contribution
- Sales
- Business Development
- Investment Advisory
- Portfolio Management
- Public Speaking
- Series 63
- Equities
- Fund of Funds
- Wealth Management
- Strategy
- Securities
- Investment Management
- Marketing Strategy
- Fixed Income
- Mutual Funds
- Investments
- Alternative Investments
- Series 7
- Asset Allocation
- Investment Strategies
- Financial Services
- Accounting
- Operations
- Hedge Funds
Lee Freitag Summary
- Lee Freitag, based in Chicago, IL, US, is currently a Senior Defined Contribution Strategist at Capital Group. Lee Freitag brings experience from previous roles at Pacific Life and Northern Trust Asset Management. Lee Freitag holds a Bachelor of Science in Commerce in Finance @ DePaul University. With a robust skill set that includes Asset Management, Services, Defined Contribution, Sales, Business Development and more. Lee Freitag has 3 emails and 3 mobile phone numbers on RocketReach.
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