Senior Client Service Associate @ (June 2021 - June 2024)
Operations Associate @ (March 2017 - June 2021)
Client Service Representative @ (July 2011 - February 2017)
Stefanie Lee Education
UC Irvine
BS (Sociology and Minor, Education)
2007-2011
UC Irvine
BS (Sociology and Minor, Education)
2007-2011
Stefanie Lee Skills
Alternative Investments
Event Planning
Microsoft Office
Securities
Microsoft Word
PowerPoint
Client Services
Bloomberg
Relationship Management
Investments
Microsoft Excel
Fixed Income
Customer Service
Financial Services
Equities
Hedge Funds
Mutual Funds
Back Office
Series 7
Stefanie Lee Summary
Stefanie Lee, based in United States, is currently a Senior Analyst Network and Strategic Partner Onboarding at Ripple. Stefanie Lee brings experience from previous roles at PolySign, Inc., Phocas Financial Corp and Conifer Financial Services. Stefanie Lee holds a 2007 - 2011 BS in Sociology and Minor, Education @ UC Irvine. With a robust skill set that includes Alternative Investments, Event Planning, Microsoft Office, Securities, Microsoft Word and more. Stefanie Lee has 1 emails and 1 mobile phone numbers on RocketReach.
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