Lee Madden Email & Phone Number
Director, Global Relationship Manager @ New York Life Investment Management
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Lee Madden Location
- Philadelphia, PA, US
Lee Madden Work
- 2016 -now Director, Global Relationship Manager @
- 2014 -2016 Vice President, Senior Investment Consultant @
- 2006 -2014 Senior Vice President, Director-Investment Strategy Group @ Sentinel Investments
- 2005 -2006 Consultant @
- 2003 -2005 Internal Wholesaler @
- 2000 -2003 Internal Wholesaler @
- 1999 -2000 Financial Advisor @
Lee Madden Education
- Saint Peter's University
MBA (Finance)
2001-2002 - Lebanon Valley College
BA (Accounting, Business Administration-Marketing Concentration)
1995-1999
Lee Madden Skills
- Series 7
- Mutual Funds
- Alternative Investments
- Asset Allocation
- Asset Managment
- Investments
- Series 63
- Portfolio Management
- Equities
- Separately Managed Accounts
- ETFs
- Securities
- Wealth Management
- Fixed Income
- Hedge Funds
- Investment Management
- Investment Advisory
- Investment Strategies
- Strategic Financial Planning
- Financial Modeling
- Asset Management
- Financial Services
- Series 65
- 401k
- Due Diligence
- Series 24
Lee Madden Summary
- Lee Madden, based in Philadelphia, PA, US, is currently a Director, Global Relationship Manager at New York Life Investments. Lee Madden brings experience from previous roles at BNY Mellon, Sentinel Investments, Jefferson Wells and Lincoln Financial Distributors. Lee Madden holds a 2001 - 2002 MBA in Finance @ Saint Peter's University. With a robust skill set that includes Series 7, Mutual Funds, Alternative Investments, Asset Allocation, Asset Managment and more. Lee Madden has 2 emails and 2 mobile phone numbers on RocketReach.
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