If you need more lookups,
subscriptions start at $34 USD/month.
Lee McCarthy Location
Milwaukee, WI, US
Lee McCarthy Work
Financial Advisor @ (June 2016 - Present)
Wealth Strategy Associate @ (November 2010 - June 2016)
Associate Banker @ J.P. Morgan (July 2010 - November 2010)
Institutional Fixed Income Sales Associate @ UBS (March 2003 - June 2010)
Trader - Certificate of Deposits @ UBS (December 2002 - March 2003)
Trading Assistant @ UBS (September 2000 - December 2002)
Lee McCarthy Education
University of Rhode Island
Bachelor of Arts (B.A.) (Finance, General)
1996-2000
Lee McCarthy Skills
Portfolio Management
Finance
Series 63
PowerPoint
Fixed Income
Public Speaking
Lee McCarthy Summary
Lee McCarthy, based in Milwaukee, WI, US, is currently a Financial Advisor at UBS. Lee McCarthy brings experience from previous roles at UBS Financial Services, J.P. Morgan and UBS. Lee McCarthy holds a 1996 - 2000 Bachelor of Arts (B.A.) in Finance, General @ University of Rhode Island. With a robust skill set that includes Portfolio Management, Finance, Series 63, PowerPoint, Fixed Income and more. Lee McCarthy has 3 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Lee McCarthy?
Find contact details for 700 million professionals.