Lee L Email & Phone Number
Managing Director, Financial Advisor, Truist Investment Services, Inc., Truist Wealth @ Truist Wealth
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Lee L Location
- United States
Lee L Work
- Managing Director, Financial Advisor, Truist Investment Services, Inc., Truist Wealth @ (October 2022 - Present)
- Vice President @ (November 2019 - October 2022)
- Assistant Vice President @ (September 2016 - October 2019)
- Associate, Private Banking @ (October 2014 - August 2016)
- Director, Sales @ Leal Import (August 2009 - July 2014)
Lee L Education
- University of London
Graduate Diploma in International Relations
2018-2020 - University of Florida
Master of Business Administration (MBA)
2015-2016 - Universidad Católica Andrés Bello
Economist (Economics)
2004-2009
Lee L Skills
- Asset Allocation
- Investment Management
- Investments
- Asset Management
Lee L Summary
- Lee L, based in United States, is currently a Managing Director, Financial Advisor, Truist Investment Services, Inc., Truist Wealth at Truist Wealth. Lee L brings experience from previous roles at Safra National Bank of New York and Leal Import. Lee L holds a 2018 - 2020 Graduate Diploma in International Relations @ University of London. With a robust skill set that includes Asset Allocation, Investment Management, Investments, Asset Management and more. Lee L has 2 emails on RocketReach.
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