Sunhee Lee Email & Phone Number

President @ GENESIS Wealth Management, LLC

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Sunhee Lee Location

Englewood, NJ, US

Sunhee Lee Work

2017 - now Financial Advisor @ LPL Financial
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2017 - now President @ GENESIS Wealth Management, LLC
2006 - 2017 Financial Consultant @ AXA Advisors, LLC
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Sunhee Lee Education

Adelphi University
Master of Business Administration (MBA) (Accounting and Finance)
2002 - 2005
Pusan National University
Master of Laws - LLM (Criminal Law)
1987 - 1989
Pusan National University
1982 - 1986

Sunhee Lee Skills

Retirement Planning
Wealth Management
Financial Needs Analysis

Executive Benefits Plan
Business Succession Planning
Strategic Life Insurance Planning
Advanced Financial Planning
Strategic Asset Allocation Planning
Estate & Wealth Transfer Planning
Portfolio Management

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Sunhee Lee Summary

Sunhee Lee, based in Englewood, NJ, US, is currently a President at GENESIS Wealth Management, LLC. Sunhee Lee brings experience from previous roles at LPL Financial and AXA Advisors, LLC. Sunhee Lee holds a 2002 - 2005 Master of Business Administration (MBA) in Accounting and Finance @ Adelphi University. With a robust skill set that includes Retirement Planning, Wealth Management, Financial Needs Analysis, Executive Benefits Plan, Business Succession Planning and more. Sunhee Lee has 2 emails and 1 mobile phone numbers on RocketReach.

Sunhee Lee Emails

Found 2 emails

Sunhee Lee Phone Numbers

Found 3 phone numbers

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