Lee Jones Email & Phone Number
Vice President, Trust and Custody Operations @ American Trust Custody
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Lee Jones Location
- Pittsburgh, PA, US
Lee Jones Work
- 2019 -now Vice President, Trust and Custody Operations @
- 2014 -2019 Assistant Vice President @
- 2009 -2014 Sr. Relationship Manager and Sales @
- 2004 -2009 Financial Analyst @
Lee Jones Education
- Robert Morris University
Bachelor's degree (Finance and Economics)
2001-2004
Lee Jones Skills
- Profit Sharing
- Asset Managment
- 401k
- Wealth Management
- Mutual Funds
- Asset Allocation
- Series 7
- Investments
- Series 63
- Asset Management
- Finance
- Retirement
- Portfolio Management
- Financial Planning
- 401(k) Retirement Savings Plans
- Financial Advisory
- Securities
- Pensions
- Relationship Management
- Customer Service
- Retirement Planning
- Investment Advisory
- Financial Services
- 401k Retirement Savings Plans
- Microsoft Excel
- Sales Management
- Strategic Planning
- Strategy
- Project Management
- 401 Retirement Savings Plans
Lee Jones Summary
- Lee Jones, based in Pittsburgh, PA, US, is currently a Vice President, Trust and Custody Operations at American Trust Custody. Lee Jones brings experience from previous roles at Mid Atlantic Trust Company and Mid Atlantic Capital Group. Lee Jones holds a 2001 - 2004 Bachelor's degree in Finance and Economics @ Robert Morris University. With a robust skill set that includes Profit Sharing, Asset Managment, 401k, Wealth Management, Mutual Funds and more. Lee Jones has 2 mobile phone numbers on RocketReach.
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