Nathan Lee Email & Phone Number
VP of Technology Solutions @ Simplicity Group
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Nathan Lee Location
- Mount Pleasant, SC, US
Nathan Lee Work
- 2019 -now VP of Technology Solutions @
- 2018 -now Founder @ Linchpin Consulting
- 2015 -2017 Director of Marketing @
- 2014 -2015 Director of Digital Marketing @
- 2010 -2014 Chief Operating and MarTech Officer @ Retirement Income Network
- 2010 -2012 Chief Operating and MarTech Officer @ Annuity Think Tank
- 2010 -2012 Founding Member - Independent Annuity Wholsaler @ Annuity Think Tank
- 2009 -2010 Director of Field Marketing @ Gameplan Financial
- 2007 -2009 Project Manager @ R and B Construction
- 2005 -2007 President @ Abode Development
Nathan Lee Education
- Georgia Institute of Technology 1995-2001
Nathan Lee Skills
- Marketing Automation
- CRM
- Strategic Financial Planning
- Business Analysis
- Insurance
- Program Management
- Strategic Alliances
- Marketing
- Fixed Annuities
- Leadership
- Wealth Management
- Marketing Strategy
- Financial Planners
- Social Media Marketing
- IRAs
- Financial Advisory
- Strategic Financial
- Financial Services
- Investments
- Retirement Planning
- Wealth
- Management
- Financial Planning
- Email Marketing
- Estate Planning
- Life Insurance
- Ecosystem
- Mutual Funds
- 401k
- Finance
- Salesforce.com
- Annuities
- Retirement
Nathan Lee Summary
- Nathan Lee, based in Mount Pleasant, SC, US, is currently a VP of Technology Solutions at Simplicity Group Holdings. Nathan Lee brings experience from previous roles at Linchpin Consulting, SignatureFD, The Impact Partnership and Retirement Income Network. Nathan Lee holds a 1995 - 2001 Georgia Institute of Technology. With a robust skill set that includes Marketing Automation, CRM, Strategic Financial Planning, Business Analysis, Insurance and more. Nathan Lee has 2 emails on RocketReach.
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Top Simplicity Group Employees
Nathan Lee
VP of Technology Solutions
Mount Pleasant, SC, US
Rich Conley
Partner and Senior Vice President - Simplicity Wealth
Tallahassee, FL, US
Kenneth McGee
Chief Operating Officer
Summit, NJ, US
Nathan Jacobson
Partner, EVP
Minneapolis, MN, US
Bruce Donaldson
Chief Executive Officer
New York, NY, US
Mike Schaffman
Partner, Vice President
Boston, MA, US
Scott Raider
Chief Compliance Officer
Encinitas, CA, US
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