Stan Lee Email & Phone Number
Retail Account Supervisor @ Designed Wealth Management
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Stan Lee Location
- Vancouver, BC, CA
Stan Lee Work
- 2026 -now Retail Account Supervisor @
- 2025 -now Vice President, Compliance @
- 2004 -2025 Vice President, Administration and Sales Manager @
- 2004 -2024 Vice President, Administration, Sales Manager @ Ventum Financial Corp.
- 2003 -2024 Vice President, Sales Administration @ PI Financial (US) Corp.
Stan Lee Education
- The University of British Columbia
(Economi)
- Trinity Western University
(Marketing & Sales)
- University of British Columbia - Sauder School of Business
(Sales and Marketing Management)
Stan Lee Skills
- Strategic Planning
- Sales Management
- Wealth Management
- Insurance
- Marketing Strategy
- Equities
- Investments
- Trading
- Recruiting
- Options
- Sales
- Portfolio Management
- Venture Capital
- Securities
- Investment Advisory
- Mutual Funds
- Bonds
- Investment Strategies
- Financial Advisory
- Leadership
- PowerPoint
- Strategy
- Microsoft Word
- Microsoft Excel
Stan Lee Summary
- Stan Lee, based in Vancouver, BC, CA, is currently a Retail Account Supervisor at Designed Wealth Management. Stan Lee brings experience from previous roles at Designed Wealth Management, Ventum Financial, Ventum Financial Corp. and PI Financial (US) Corp.. Stan Lee holds a The University of British Columbia. With a robust skill set that includes Strategic Planning, Sales Management, Wealth Management, Insurance, Marketing Strategy and more.
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