2023 -
now Vice President, Institutional Distribution and Consultant Relations @
2015 -
2023 VP and Managing Regional Director, Institutional Distribution and Consultant Relations @
2013 -
2015 Regional Director, Independent and RIA Distribution @
2011 -
2012 Investment Consultant, Business Development and RIA Channels @
2004 -
2011 Strategic Alliance Manager | Senior Account Executive @ Cayan, LLC (Acquired by Global Payments)
2003 -
2004 Paralegal @
Patrick Lee Education
Hobart and William Smith Colleges
Bachelor of Arts (BA) (Public Policy)
1999
-
2003
Patrick Lee Summary
Patrick Lee, based in Texas, United States, is currently a Vice President, Institutional Distribution and Consultant Relations at Vaughan Nelson Investment Management. Patrick Lee brings experience from previous roles at Natixis Investment Managers and Cayan, LLC (Acquired by Global Payments). Patrick Lee holds a 1999 - 2003 Bachelor of Arts (BA) in Public Policy @ Hobart and William Smith Colleges. Patrick Lee has 1 emails and 1 mobile phone numbers on RocketReach.
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