Sean Lee Email & Phone Number
Managing Director, Wealth Advisor, Portfolio Manager @ Farther Finance
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Sean Lee Location
- Newport Beach, CA, US
Sean Lee Work
- 2026 -now Managing Director, Wealth Advisor, Portfolio Manager @
- 2018 -2026 Director @
- 2011 -2018 VP Portfolio Manager @
Sean Lee Education
- University of California, Los Angeles
Bachelor of Arts - BA (Business Economics/Accounting)
2005-2009
Sean Lee Skills
- Financial Analysis
- Microsoft Excel
- Portfolio Management
- Strategy
- Investments
Sean Lee Summary
- Sean Lee, based in Newport Beach, CA, US, is currently a Managing Director, Wealth Advisor, Portfolio Manager at Farther. Sean Lee brings experience from previous roles at Hollencrest Capital Management. Sean Lee holds a 2005 - 2009 Bachelor of Arts - BA in Business Economics/Accounting @ University of California, Los Angeles. With a robust skill set that includes Financial Analysis, Microsoft Excel, Portfolio Management, Strategy, Investments and more. Sean Lee has 1 emails and 1 mobile phone numbers on RocketReach.
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