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Patrick Lee Location
Texas, United States
Patrick Lee Work
Vice President, Institutional Distribution and Consultant Relations @ (April 2023 - Present)
VP and Managing Regional Director, Institutional Distribution and Consultant Relations @ (March 2015 - April 2023)
Regional Director, Independent and RIA Distribution @ (January 2013 - February 2015)
Investment Consultant, Business Development and RIA Channels @ (February 2011 - December 2012)
Strategic Alliance Manager | Senior Account Executive @ Cayan, LLC (Acquired by Global Payments) (December 2004 - February 2011)
Paralegal @ (July 2003 - December 2004)
Patrick Lee Education
Hobart and William Smith Colleges
Bachelor of Arts (BA) (Public Policy)
1999-2003
Pingree School
High School Diploma
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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