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
- Managing Director and President, Colony Family Office @ (October 2013 - Present)
- Founder and President @ Prosper Advisors LLC (February 2002 - October 2013)
- Managing Director @ (April 1997 - December 2001)
- Partner @ (January 1981 - December 1997)
- Tax Professional @ Eisner & Lubin (January 1979 - December 1981)
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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