Morgan Lee Email & Phone Number
Wealth Manager @ Confluence Financial Partners
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Morgan Lee Location
- Pittsburgh, PA, US
Morgan Lee Work
- 2024 - now Wealth Manager @ Confluence Financial Partners
- 2021 - 2024 Associate Financial Advisor @ Confluence Financial Partners
- 2019 - 2021 Client Service Associate @ Confluence Financial Partners
- 2025 - now Wealth Manager-in-Residence @
- 2018 - 2018 GWM Advisory Intern @
- 2017 - 2017 Field Operations Intern @
Morgan Lee Education
- Miami University
Bachelor's degree (Strategic Communications and Philosophy)
2014 - 2018 - Upper St. Clair High School
General Education
2010 - 2014
Morgan Lee Skills
- Leadership
- Microsoft Office
- Teamwork
- Microsoft Word
- Management
- PowerPoint
- Social Media
- Microsoft Excel
- Public Speaking
- Time Management
- Sales
Morgan Lee Summary
- Morgan Lee, based in Pittsburgh, PA, US, is currently a Wealth Manager at Confluence Financial Partners. Morgan Lee brings experience from previous roles at Confluence Financial Partners, David C. Frederick Honors College, University of Pittsburgh and Merrill Lynch. Morgan Lee holds a 2014 - 2018 Bachelor's degree in Strategic Communications and Philosophy @ Miami University. With a robust skill set that includes Leadership, Microsoft Office, Teamwork, Microsoft Word, Management and more. Morgan Lee has 2 emails and 1 mobile phone numbers on RocketReach.
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