Paul Lee Email & Phone Number
Wealth Manager @ Kingswood Group
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Paul Lee Location
- Irvine, CA, US
Paul Lee Work
- 2021 -now Wealth Manager @
Paul Lee Education
- University of Southern California 1989-1993
Paul Lee Skills
- Finance
- Investments
- Loans
- Sales Operations
- Series 7
- Wealth Management
- Mutual Funds
- Retirement Planning
- Series 63
- Asset Allocation
- Portfolio Management
- Retirement
- Personal Financial Planning
- Investment Strategies
- Investment Management
- Annuity Sales
- Fixed Income Portfolio Management
- Strategic Planning
- Strategy
- Sales Management
- Microsoft Excel
- Management
- Project Management
Paul Lee Summary
- Paul Lee, based in Irvine, CA, US, is currently a Wealth Manager at Kingswood Group. Paul Lee holds a 1989 - 1993 University of Southern California. With a robust skill set that includes Finance, Investments, Loans, Sales Operations, Series 7 and more. Paul Lee has 2 emails and 5 mobile phone numbers on RocketReach.
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