Lee Koster Email & Phone Number
Relationship Manager, Executive Services @ Etrade Bank Inc
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Lee Koster Location
- Alpharetta, GA, US
Lee Koster Work
- 2022 -now Relationship Manager, Executive Services @
- 2019 -2022 Financial Consultant @
- 1999 -2019 Platinum Relationship Manager @
- 1997 -1998 Customer Service Associate @
- 1996 -1997 Office Manager @ State Representative Kay Khan
Lee Koster Education
- Georgia State University - J. Mack Robinson College of Business
MBA (Finance)
2005-2010 - University of Vermont
BA (Vermont Cynic)
1992-1996 - Rivers School 1988-1992
Lee Koster Skills
- Bloomberg Terminal
- Options
- Excel
- Series 7
- Series 63
- Securities
- Mutual Funds
- Equities
- Investments
- Portfolio Management
- Wealth Management
- Fixed Income
- Bloomberg
- Series 24
- Derivatives
- Asset Allocation
- Financial Markets
- Asset Managment
- Equity Trading
- Bonds
- Microsoft Excel
- Financial Modeling
- Stocks
- Financial Services
- Alternative Investments
- Uniform Combined State Law
- FINRA
- Investment Advisory
- ETFs
- Capital Markets
- Retirement Planning
- Asset Management
- Strategic Financial Planning
- Retirement
- Relationship Management
- Sales
- Leadership
- Microsoft Office
- Customer Service
- Trading
- Marketing
Lee Koster Summary
- Lee Koster, based in Alpharetta, GA, US, is currently a Relationship Manager, Executive Services at E*TRADE from Morgan Stanley. Lee Koster brings experience from previous roles at E*TRADE from Morgan Stanley, Press Ganey Associates and State Representative Kay Khan. Lee Koster holds a 2005 - 2010 MBA in Finance @ Georgia State University - J. Mack Robinson College of Business. With a robust skill set that includes Bloomberg Terminal, Options, Excel, Series 7, Series 63 and more. Lee Koster has 3 emails and 3 mobile phone numbers on RocketReach.
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