Sunhee Lee Email & Phone Number
President
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Sunhee Lee Location
- Englewood, NJ, US
Sunhee Lee Work
- 2017 -now Financial Advisor @
- 2017 -now President @ GENESIS Wealth Management, LLC
- 2006 -2017 Financial Consultant @
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
- Education Savings Planning
- Charitable Giving Planning
- Vendors
- Investments
- Financial Advisory
- Sales
- Estate and Wealth Transfer Planning
- Series 7
- Retirement Planning Strategies
- Tax and Trust Planning
- Asset Allocation
- TQM
- National Honor Society
- Estate Planning
- Purchasing
- Obtain
- Sae
- Strategic Financial Planning
- Profit Sharing Planning
- Investment Advisory
- Taxations
- Analysis
- Accounting
- Finance
- Business Administration
- Investment Planning
- Microsoft Word
- Units
- System
- Export
- PowerPoint
- Documentation
- Microsoft Excel
- Auditing
- Iso 9000
- Investment Advisory Services
- Insurance Strategies
- Sun Microsystems
- Asset Allocation Strategies
- Management Review
- Expenses
- Coordinated
- Leadership
- Income
- Charges
- Ira Rollover Strategies
- South Korea
- Inventory Management
- Financial Statements
- Brokerage Accounts
- Import
- College Fund Planning
- 401k
- Retirement
- Software
- 401k Rollover Strategies
- Corporate Finance
- Written
- Manufacturing
- Management
- Estate Planning Strategies
- Financial Transactions
- Financial Planning
- Legal
- Cost
- College Planning Strategies
- New York
- Quality Management
- Trading
- Yahoo
- Long Term Care Planning Strategies
- Customer Service
- Wealth Management Strategies
- Internal Audit
- Inventory
- Delta
- Executive Benefits Planning
- Business Planning
- Negotiation
- Mutual Funds
- Fixed Annuities
- Supplies
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.
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