2016 -2017 Assistant Vice President - Commercial Lines Producer @
2014 -2016 ETP Specialist @
2013 -2013 Wealth Management Intern @
Shawn Lee Education
Bentley University
Bachelor of Science (BS) (Economics-Finance)
2010-2014
Waterville Senior High School
High School Diploma
2005-2009
Shawn Lee Skills
PowerPoint
Leadership
Financial Analysis
Teamwork
Customer Service
Social Media
Finance
Public Speaking
Access
Management
Financial Modeling
Financial Reporting
Economics
Series 7
Series 63
Microsoft Office
Microsoft Excel
Data Analysis
Outlook
Investments
Strategic Planning
Strategy
Wealth Management
Project Management
Shawn Lee Summary
Shawn Lee, based in United States, is currently a Vice President, Property and Casualty at USI Insurance Services. Shawn Lee brings experience from previous roles at The Cincinnati Insurance Companies, Clark Insurance, USI Insurance Services and Foreside Financial Group, LLC. Shawn Lee holds a 2010 - 2014 Bachelor of Science (BS) in Economics-Finance @ Bentley University. With a robust skill set that includes PowerPoint, Leadership, Financial Analysis, Teamwork, Customer Service and more. Shawn Lee has 2 emails and 2 mobile phone numbers on RocketReach.
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