Mk Lee Email & Phone Number
Financial Planner and Coach @ SEAMFI LLC
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Mk Lee Location
- Kirkland, WA, US
Mk Lee Work
- Financial Planner and Coach @ (October 2018 - Present)
- Private Client Advisor @ (April 2013 - August 2015)
- Private Banker @ (August 2007 - March 2013)
- Consultant - Invest KOREA @ (April 2004 - May 2005)
- Investment Banking Department @ (October 1999 - March 2004)
Mk Lee Education
- The University of Chicago Booth School of Business
Master of Business Administration - MBA
2007 - Korea University
BA
1999
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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