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
- 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 B.S. in Management @ 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 and 2 mobile phone numbers on RocketReach.
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