2022 -2023 Director of Revenue | Head of Ontario @
2021 -2022 Director, Sales and Underwriting @
2020 -2021 AVP, Real Estate Finance @
2017 -2020 Finance Manager @
2015 -2017 Business Development Manager @ Sentry Investments (Acquired by CI Investments)
2013 -2015 Acting Branch Manager @
2011 -2013 Financial Advisor @
2008 -2011 General Manager @
2006 -2008 Personal Banker @
Sung Lee Education
REALPAC
Lending in Commercial Real Estate
2020-2020
Canadian Securities Institute
Chartered Investment Manager (CIM)
2016-2016
Gallup University
Great Manager Program
2013-2013
Canadian Accredited Association of Mortgage Professionals
Accredited Mortgage Professional Designation (AMP)
2008-2013
Seneca College 2004-2008
Life Office Management Association
Level II LOMA (FLMI)
2004-2008
Institute of Canadian Bankers
Associate, Institute of Canadian Bankers
2004-2007
Canadian Securities Institute
Canadian Securities Course (CSC) (Conduct and Practices Handbook (CPH))
Sung Lee Skills
Strategic Financial Planning
Financial Advisory
Sales Training
Negotiation
Debt Consolidation
Financial Planning
Loans
Banking
Investments
Sentry
Leadership
Management
Marketing
Finance
Credit
Mutual Funds
Financial Services
Investment Strategies
Consumer Lending
Mortgage Lending
New Business Development
Portfolio Management
Selling Skills
Sales Management
Business Development
Commercial Mortgages
Construction Finance
Refinance
Residential Mortgages
Investment Advisory
Mortgage
Coaching
Strategy
Sales Process
Sales Presentations
Wealth Management
Relationship Management
Sales
Sung Lee Summary
Sung Lee, based in Canada, is currently a President and Founder at L'EVATE Inc.. Sung Lee brings experience from previous roles at Swivel Mortgage Group, Clutch, RATESDOTCA Group Ltd. and CMLS Financial. Sung Lee holds a 2020 - 2020 Lending in Commercial Real Estate @ REALPAC. With a robust skill set that includes Strategic Financial Planning, Financial Advisory, Sales Training, Negotiation, Debt Consolidation and more. Sung Lee has 1 emails and 1 mobile phone numbers on RocketReach.
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