Samuel Lee Email
Financial Planner @ Signature Resources Capital Management, LLC
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Samuel Lee Location
- Newport Beach, CA, US
Samuel Lee Work
- 2025 -now Wealth Management Advisor @
- 2025 -now Financial Planner @
- 2025 -now Financial Services Executive @
- 2025 -2025 Managing Associate @
- 2023 -2025 Financial Services Executive @
- 2018 -2022 Co-Founder @ ShopSwap LLC
Samuel Lee Education
- Michigan State University
Bachelor of Arts - BA (Business, Management, Marketing, and Related Support Services)
Samuel Lee Summary
- Samuel Lee, based in Newport Beach, CA, US, is currently a Financial Planner at Statera Asset Management. Samuel Lee brings experience from previous roles at Statera Asset Management, Statera and GoldBook Financial. Samuel Lee holds a Bachelor of Arts - BA in Business, Management, Marketing, and Related Support Services @ Michigan State University. Samuel Lee has 2 emails on RocketReach.
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