Lee Henley Location
Sausalito, CA, US
Lee Henley Work
- 2022 - now Director of Retirement Plan Operations @ Composition Wealth
- 2006 - 2022 Director Retirement Plan Operations @ Karp Capital Management Corporation
- 2004 - 2006 Marketing Consultant @ Larkspur Data Resources
- 1994 - 2003 Independent Wholesaler @ DynaCorp Financial Strategies
- 1985 - 1994 Independent Wholesaler @ Misc Syndication Companies
- 1980 - 1985 Regional Sales Manager @ Fidelity Investments
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
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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Top Composition Wealth Employees
-
5+3
-
Antonia Recht
Managing Director, Growth Initiatives at Composition Wealth
Los Angeles, CA, US35 -
15+
-
Matt Dmytryszyn
Chief Investment Officer at Composition Wealth
Chicago, IL, US25+ -
Brock Moseley
Managing Director at Composition Wealth
Beverly Hills, CA, US25+ -
Gerard Tamparong
Managing Director at Composition Wealth
Pasadena, CA, US35+ -
21
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Peter Karp
Partner at Composition Wealth
California, United States23 -
25+
-
M Pieper
Partner, Senior Wealth Advisor at Composition Wealth
Seattle, WA, US12 -
Connor Wilhelm
Director, Wealth Advisor at Composition Wealth
Los Angeles, CA, US25 -
David Bleeck
Director at Composition Wealth
Santa Monica, CA, US55+ -
35+
-
21
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