Sung Lee Email & Phone Number
President and Founder @ L'EVATE Inc.
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Sung Lee Location
- Canada
Sung Lee Work
- 2025 -now President and Founder @
- 2023 -2026 Managing Partner | Co-founder | Broker @
- 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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Sung Lee
Area Manager and Vice President
Houston, TX, US
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