Lee Ward Email & Phone Number
Executive Director, Banker @ J.P. Morgan
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Lee Ward Location
- Houston, TX, US
Lee Ward Work
- Executive Director, Banker @ (February 2022 - Present)
- Senior Vice President @ (May 2018 - February 2022)
- Vice President- Wealth Advisor @ (May 2013 - April 2018)
- Vice President- Relationship Manager @ (March 2011 - May 2013)
Lee Ward Education
- Texas Christian University
Bachelor of Business Administration (B.B.A.) (Finance, General)
2000-2002 - Baylor University 1998-2000
Lee Ward Skills
- Asset Allocation
- Chartered Financial Analyst
- Group 1
- Investment Advisory
- Investments
- Portfolio Management
- Retirement
- Retirement Planning
- Series 63
- Series 65
- Series 7
- Strategic Financial Planning
- Wealth Management
Lee Ward Summary
- Lee Ward, based in Houston, TX, US, is currently a Executive Director, Banker at J.P. Morgan. Lee Ward brings experience from previous roles at U.S. Trust, Wells Fargo and J.P. Morgan. Lee Ward holds a 2000 - 2002 Bachelor of Business Administration (B.B.A.) in Finance, General @ Texas Christian University. With a robust skill set that includes Asset Allocation, Chartered Financial Analyst, Group 1, Investment Advisory, Investments and more. Lee Ward has 3 emails and 1 mobile phone numbers on RocketReach.
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