Matthew Lee Email & Phone Number
Program Manager and Financial Advisor, CUSO Financial Services L.P. @ KEMBA Financial Credit Union
Matthew Lee's Location
United States
Matthew Lee's Work
- Program Manager and Financial Advisor, CUSO Financial Services L.P. @ KEMBA Financial Credit Union
- Chief Financial Officer - Consultive @ gesund
- Managing Principal and Branch Office Manager @ Ascend Advisory Group, LLC
- Vice President of Equity Trading @ Donnelly Penman & Partners
- Head of Equity Trading @ Diamond Hill Securities
- Vice President of Equity Trading @ The Ohio Company/ Fifth Third Securities
Matthew Lee's Education
- Miami University
Bachelor of Science (Finance and Accountancy)
1983 - 1987 - University of Michigan - Stephen M. Ross School of Business
Executive Education, Negotiating For Positive Results
- University of Pennsylvania
(Wharton School of Business)
Matthew Lee's Skills
- Corporate Finance
- Investment Banking
- Equities
- Financial Services
- Retirement Planning
- Investment Management
- Wealth Management
- Mutual Funds
- Financial Advisory
- Management
Matthew Lee's Summary
Matthew Lee, based in United States, is currently a Program Manager and Financial Advisor, CUSO Financial Services L.P. at KEMBA Financial Credit Union, bringing experience from previous roles at Gesund, Inc., Ascend Advisory Group, LLC, Donnelly Penman & Partners and Diamond Hill Securities. Matthew Lee holds a 1983 - 1987 Bachelor of Science in Finance and Accountancy @ Miami University. With a robust skill set that includes Corporate Finance, Investment Banking, Equities, Financial Services, Retirement Planning and more, Matthew Lee contributes valuable insights to the industry. Matthew Lee has 2 emails on RocketReach.
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