Sammy Lee Email & Phone Number
Vice President @ Morgan Stanley
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Sammy Lee Location
- New York, NY, US
Sammy Lee Work
- Vice President @ (January 2026 - Present)
- Assistant Vice President @ (January 2024 - January 2026)
- Associate @ (August 2022 - January 2024)
- Fund Financial and Regulatory Reporting Analyst, Senior Associate @ (May 2021 - August 2022)
- Financial Advisor @ (August 2019 - May 2021)
- Financial Advisor Development Program Participant @ (June 2017 - August 2019)
- Financial Counselor @ (January 2017 - May 2017)
- Accounting Intern @ Athens Passport Magazine (September 2015 - December 2015)
- Marketing Intern @ True LED USA (May 2015 - July 2015)
Sammy Lee Education
- The University of Georgia
(Financial Planning and Services)
2015-2017
Sammy Lee Skills
- Program Management
- Research
- Windows Server
- Microsoft Office
- Financial Planning
- Checkpoint
- Filing
- Communication
- Money Guide Pro
- Accounting
- Wealth Management
- Microsoft Excel
- Teamwork
- Time Management
- QuickBooks
- Mac OS X Server
- Bna Planner
- Outlook
- Retail
Sammy Lee Summary
- Sammy Lee, based in New York, NY, US, is currently a Vice President at Morgan Stanley. Sammy Lee brings experience from previous roles at Morgan Stanley and Vanguard. Sammy Lee holds a 2015 - 2017 The University of Georgia. With a robust skill set that includes Program Management, Research, Windows Server, Microsoft Office, Financial Planning and more. Sammy Lee has 2 emails and 3 mobile phone numbers on RocketReach.
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