MacKenzie Lee Email & Phone Number
Senior Onboarding Project Manager @ VISTRA
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MacKenzie Lee Location
- Philadelphia, PA, US
MacKenzie Lee Work
- Senior Onboarding Project Manager @ (August 2021 - Present)
- Client Onboarding Manager @ (July 2019 - August 2021)
- Client Onboarding Specialist @ (February 2019 - July 2019)
- Client Onboarding Specialist @ (May 2017 - February 2019)
- Senior Sales Coordinator @ (April 2016 - May 2017)
- Financial Advisor @ (May 2012 - April 2016)
MacKenzie Lee Education
- Providence College
Bachelor of Science (BS) (Finance)
2008-2012
MacKenzie Lee Skills
- Sales Coordination
- IRAs
- Life Insurance
- Wealth Management
- Fixed Annuities
- Series 63
- Management
MacKenzie Lee Summary
- MacKenzie Lee, based in Philadelphia, PA, US, is currently a Senior Onboarding Project Manager at VISTRA. MacKenzie Lee brings experience from previous roles at VISTRA, Radius | Global Growth Experts and John Hancock Financial Services. MacKenzie Lee holds a 2008 - 2012 Bachelor of Science (BS) in Finance @ Providence College. With a robust skill set that includes Sales Coordination, IRAs, Life Insurance, Wealth Management, Fixed Annuities and more. MacKenzie Lee has 3 emails and 2 mobile phone numbers on RocketReach.
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