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Mk Lee Location
Kirkland, WA, US
Mk Lee Work
2018 -now Financial Planner and Coach @
2013 -2015 Private Client Advisor @
2007 -2013 Private Banker @
2004 -2005 Consultant - Invest KOREA @
1999 -2004 Investment Banking Department @
Mk Lee Education
The University of Chicago Booth School of Business
Master of Business Administration - MBA
Korea University
BA
Mk Lee Skills
Certified Financial Planner
Fixed Income
Cash Flow Management
Family Office
Investments
Strategy
Coaching
strategic financial planning
Wealth Management
Private Banking
Retirement Planning
Equities
Life Coaching
Career Development Coaching
Budgeting
Asset Allocation
Wealth Transfer
Personal Financial Planning
Financial Planning
Capital Markets
Mk Lee Summary
Mk Lee, based in Kirkland, WA, US, is currently a Financial Planner and Coach at SEAMFI. Mk Lee brings experience from previous roles at J.P. Morgan, KOTRA and UBS. Mk Lee holds a Master of Business Administration - MBA @ The University of Chicago Booth School of Business. With a robust skill set that includes Certified Financial Planner, Fixed Income, Cash Flow Management, Family Office, Investments and more. Mk Lee has 1 emails on RocketReach.
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