Nadine Lee Email & Phone Number
Managing Director and President, Colony Family Office @ Focus Partners Wealth
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Nadine Lee Location
- New York, NY, US
Nadine Lee Work
- 2013 -now Managing Director and President, Colony Family Office @
- 2002 -2013 Founder and President @ Prosper Advisors LLC
- 1997 -2001 Managing Director @
- 1981 -1997 Partner @
- 1979 -1981 Tax Professional @ Eisner & Lubin
Nadine Lee Education
- Pace University - Lubin School of Business
MS (Taxation)
- Queens College
BA (Accounting)
Nadine Lee Skills
- Financial Planning
- Investments
- Estate Planning
- Personal Finance
- Income Tax
- Financial Advisory
- Retirement Planning
- Investment Advisory
- Asset Management
- Alternative Investments
- Asset Allocation
- Retirement
- Asset Managment
- Wealth Management
- Financial Reporting
- Microsoft Excel
- Management
- Project Management
- Strategic Planning
- Business Analysis and Enterprise Architecture
- Program and Portfolio Management
- Information Security Management
- It Services Management and Governance
- Project
Nadine Lee Summary
- Nadine Lee, based in New York, NY, US, is currently a Managing Director and President, Colony Family Office at Focus Partners Wealth. Nadine Lee brings experience from previous roles at Prosper Advisors LLC, US Trust Company of NY, Ernst & Young and Eisner & Lubin. Nadine Lee holds a MS in Taxation @ Pace University - Lubin School of Business. With a robust skill set that includes Financial Planning, Investments, Estate Planning, Personal Finance, Income Tax and more. Nadine Lee has 2 emails and 1 mobile phone numbers on RocketReach.
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