Samuel Lee Email & Phone Number
VP, Retirement Plan Client Advisor @ J.P. Morgan Asset Management
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Samuel Lee Location
- Dallas, TX, US
Samuel Lee Work
- 2025 -now VP, Retirement Plan Client Advisor @
- 2013 -2025 Regional Vice President of Sales @
- 2012 -2013 Wholesaler @
- 2010 -2013 Sr. Product Manager - Corporate Markets @
- 2008 -2010 Lead Financial Analyst - M and A Strategic Finance @
- 2004 -2007 Collateral Analyst @
Samuel Lee Education
- University of Connecticut School of Business
MBA (Finance & Management Consulting)
2006-2008 - University of Connecticut
Bachelors (Economics)
1999-2003
Samuel Lee Skills
- Separately Managed Accounts
- Fixed Annuities
- 401k
- Series 7
- Series 65
- Financial Reporting
- Insurance
- Strategic Financial Planning
- Budgeting
- Series 63
- Finance
- Software Industry
Samuel Lee Summary
- Samuel Lee, based in Dallas, TX, US, is currently a VP, Retirement Plan Client Advisor at J.P. Morgan Asset Management. Samuel Lee brings experience from previous roles at Voya Financial, ING and ING US. Samuel Lee holds a 2006 - 2008 MBA in Finance & Management Consulting @ University of Connecticut School of Business. With a robust skill set that includes Separately Managed Accounts, Fixed Annuities, 401k, Series 7, Series 65 and more. Samuel Lee has 1 emails and 1 mobile phone numbers on RocketReach.
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