Lee Henley Email & Phone Number
Director of Retirement Plan Operations @ Composition Wealth
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Lee Henley Location
- Sausalito, CA, US
Lee Henley Work
- Director of Retirement Plan Operations @ (November 2022 - Present)
- Director Retirement Plan Operations @ Karp Capital Management Corporation (March 2006 - November 2022)
- Marketing Consultant @ Larkspur Data Resources (January 2004 - March 2006)
- Independent Wholesaler @ DynaCorp Financial Strategies (February 1994 - October 2003)
- Independent Wholesaler @ Misc Syndication Companies (January 1985 - January 1994)
- Regional Sales Manager @ (January 1980 - January 1985)
Lee Henley Education
- Calaveras High School
Diploma (College Prep)
1963-1967 - San Joaquin Delta College
(Psychology & Philosophy)
Lee Henley Skills
- Investments
- 401k
- Marketing
- Investment Advisory
- Retirement Plan Consulting
- Business Development
- New Business Development
- Market Research
- Financial Planners
- Marketing Strategy
- Team Building
- Asset Management
- Mutual Funds
- Retirement Planning
- Financial Planning
- Wealth Management
- Series 6
- Series 7
- Finance
Lee Henley Summary
- Lee Henley, based in Sausalito, CA, US, is currently a Director of Retirement Plan Operations at Composition Wealth. Lee Henley brings experience from previous roles at Karp Capital Management Corporation, Larkspur Data Resources, DynaCorp Financial Strategies and Misc Syndication Companies. Lee Henley holds a 1963 - 1967 Diploma in College Prep @ Calaveras High School. With a robust skill set that includes Investments, 401k, Marketing, Investment Advisory, Retirement Plan Consulting and more. Lee Henley has 1 emails and 1 mobile phone numbers on RocketReach.
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