Szi Lee Email & Phone Number

Associate Wealth Manager @ LourdMurray

5 free lookup(s).

Szi Lee Location

Los Angeles, CA, US

Szi Lee Work

2025 - now Associate Wealth Manager @ LourdMurray
View Department
2024 - 2024 Senior Associate @ Westmount Asset Management
2024 - 2024 Director of Client Services @ Validus Capital

2022 - 2024 Executive Associate @ Validus Capital
2021 - 2022 Associate @ Certuity
2021 - 2021 Junior Associate @ Certuity
2020 - 2020 Paraplanner @ Family First Financial Planning
2020 - 2020 Extern @ Financial Planning Association (FPA)
2019 - 2019 Finance Analyst Intern @ Ogilvy China 奥美中国
View Department
2017 - 2019 Mandarin Chinese Tutor @ Indiana University Asian Culture Center

see less

Szi Lee Education

Indiana University - Kelley School of Business
Bachelor's degree (Finance, Sustainable Business)
2017 - 2021

Szi Lee Summary

Szi Lee, based in Los Angeles, CA, US, is currently a Associate Wealth Manager at LourdMurray. Szi Lee brings experience from previous roles at Westmount Partners, Validus Capital and Camden Capital. Szi Lee holds a 2017 - 2021 Bachelor's degree in Finance, Sustainable Business @ Indiana University - Kelley School of Business. Szi Lee has 1 emails and 1 mobile phone numbers on RocketReach.

Szi Lee Emails

Found 1 emails

@lourdmurray.com

Szi Lee Phone Numbers

Found 2 phone numbers

5 free lookup(s).

Redirecting you to the search page.

If you're not automatically redirected, please click here

Looking for a different Szi Lee?

Find contact details for 700 million professionals.

Search

Top LourdMurray Employees

Jill

Chief Administrative Officer at LourdMurray

Los Angeles, CA, US
1
- lourdmurray.com
Mitchell I

Senior Wealth Manager at LourdMurray

Los Angeles, CA, US
1
- lourdmurray.com
Charlotte Berry

Senior Wealth Manager at LourdMurray

Los Angeles, CA, US
2
- lourdmurray.com
- gmail.com
3
- +1 703-955-XXXX
- +1 317-474-XXXX
- +1 310-396-XXXX
Jessica Cryer

Director of Client Services at LourdMurray

Los Angeles, CA, US
1
- lourdmurray.com
4
- +1 310-913-XXXX
- +1 310-676-XXXX
- +1 310-651-XXXX
- +1 310-997-XXXX
Greg Jankowski

Senior Wealth Advisor at LourdMurray

San Diego, CA, US
2
- gmail.com
- lourdmurray.com
5+
- +1 614-291-XXXX
- +1 614-439-XXXX
- +1 216-291-XXXX
- +1 614-565-XXXX
- +1 614-488-XXXX
- +1 619-708-XXXX
Stephanie Schaaf

Co-Chief Investment Officer at LourdMurray

Beverly Hills, CA, US
2
- lourdmurray.com
- gmail.com
3
- +1 415-640-XXXX
- +1 415-565-XXXX
- +1 415-565-XXXX
Evan Hunter

Senior Wealth Manager at LourdMurray

Los Angeles, CA, US
2
- gmail.com
- lourdmurray.com
4
- +1 800-780-XXXX
- +1 310-388-XXXX
- +1 310-804-XXXX
- +1 310-651-XXXX
Szi Lee

Associate Wealth Manager at LourdMurray

Los Angeles, CA, US
1
- lourdmurray.com
2
- +1 424-499-XXXX
- +1 812-955-XXXX
Dimitry Prophete

Wealth Advisor at LourdMurray

Dallas, TX, US
3
- gmail.com
- yahoo.com
- lourdmurray.com
2
- +1 305-681-XXXX
- +1 786-337-XXXX

View Similar Profiles

How It Works

Get a Free Account

Search the #1 Contact Database

Get contact details of over 700M profiles across 60M companies – all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.

Use our AI-Powered Email Finder

Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.