Paul Lee Email & Phone Number
SVP, Chief Operations and Compliance Officer @ Tradier, Inc.
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Paul Lee Location
- Charlotte, NC, US
Paul Lee Work
- 2015 - now SVP, Chief Operations and Compliance Officer @
- 2013 - now SVP and Chief Operations Officer @
- 1995 - 2013 VP and Chief Operations Officer @
- now Charlotte Metro @
Paul Lee Education
- DePaul University
Master's Degree in Science (Public Policy and Public Administration)
- Loyola University of Chicago
Bachelor's Degree in Science (Liberal Arts and Sciences)
Paul Lee Skills
- Financial Markets
- Business Analysis
- Leadership
- Securities
- Vendor Management
- Securities Regulation
- AML
- Series 24
- Series 7
- Financial Advisory
- Program Management
- Process Improvement
- Strategy
- Investments
- New Business Development
- Fixed Income
- Due Diligence
- Series 63
- Customer Service Management
- Equity Trading
- Mutual Funds
- Bonds
- Financial Services
- Equities
- New Account Management
- Strategic Planning
- Margin
- FINRA
- Strategic Financial Planning
- Operations Management
- Risk Management
- Asset Management
- Finance
- Electronic Trading
- Compliance
- Financial Risk
- Trading
- Wealth Management
- Trading Systems
- Options
- Microsoft Office
- Marketing
- Management
- Sales
Paul Lee Summary
- Paul Lee, based in Charlotte, NC, US, is currently a SVP, Chief Operations and Compliance Officer at Tradier Brokerage Inc.. Paul Lee brings experience from previous roles at Tradier Brokerage Inc. and Regal Securities, Inc.. Paul Lee holds a Master's Degree in Science in Public Policy and Public Administration @ DePaul University. With a robust skill set that includes Financial Markets, Business Analysis, Leadership, Securities, Vendor Management and more. Paul Lee has 2 emails and 1 mobile phone numbers on RocketReach.
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