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
- VP of Technology Solutions @ (September 2019 - Present)
- Founder @ Linchpin Consulting (January 2018 - Present)
- Director of Marketing @ (November 2015 - December 2017)
- Director of Digital Marketing @ (January 2014 - November 2015)
- Chief Operating and MarTech Officer @ Retirement Income Network (September 2010 - January 2014)
- Chief Operating and MarTech Officer @ Annuity Think Tank (September 2010 - December 2012)
- Founding Member - Independent Annuity Wholsaler @ Annuity Think Tank (September 2010 - December 2012)
- Director of Field Marketing @ Gameplan Financial (August 2009 - September 2010)
- Project Manager @ R and B Construction (January 2007 - January 2009)
- President @ Abode Development (November 2005 - January 2007)
Nathan Lee Education
- Georgia Institute of Technology
B.S. (Management)
1995-2001
Nathan Lee Skills
- 401k
- Annuities
- CRM
- Email Marketing
- Estate Planning
- Finance
- Financial Advisory
- Financial Planners
- Financial Planning
- Financial Services
- Fixed Annuities
- IRAs
- Insurance
- Investments
- Leadership
- Life Insurance
- Management
- Marketing
- Marketing Automation
- Marketing Strategy
- Mutual Funds
- Retirement
- Retirement Planning
- Salesforce.com
- Social Media Marketing
- Strategic Alliances
- Strategic Financial Planning
- Wealth
- Wealth Management
- Business Analysis
- Program Management
- Strategic Financial
- Ecosystem
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 B.S. in Management @ Georgia Institute of Technology. With a robust skill set that includes 401k, Annuities, CRM, Email Marketing, Estate Planning and more. Nathan Lee has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Simplicity Group Employees
Nathan Lee
VP of Technology Solutions
Mount Pleasant, SC, US
Manish Bhatt
Executive Vice President - Technology
Summit, NJ, US
Denielle Bertarelli-Webb
Executive Vice President, Partner
Summit, NJ, US
Rich Conley
Partner and Senior Vice President - Simplicity Wealth
Tallahassee, FL, US
Heather Ulz
EVP Operations
San Diego, CA, US
Kenneth McGee
Chief Operating Officer
Summit, NJ, US
Michael Mortellaro
Senior Vice President, Partner
Sarasota, FL, US
David Cox
SVP, Simplicity Workplace
Lenexa, KS, US
Nathan Jacobson
Partner, EVP
Minneapolis, MN, US
Rachel Smith
Partner, Vice President of Sales
Birmingham, AL, US
Bruce Donaldson
Chief Executive Officer
New York, NY, US
Robert Reaburn
Partner, Senior Vice President
California, United States
Ryan Kitzman
Vice President of Strategic Accounts
Encinitas, CA, US
Mitchell Leidner
Chief Financial Officer
New York, NY, US
Margaret Brueck
Partner, Senior Vice President
Chicago, IL, US
Emily Cramer
Executive Vice President
United States
Scott Raider
Chief Compliance Officer
Encinitas, CA, US
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