Szi Lee Email & Phone Number
Associate Wealth Manager @ LourdMurray
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Szi Lee Location
- Los Angeles, CA, US
Szi Lee Work
- 2025 -now Associate Wealth Manager @
- 2024 -2024 Senior Associate @
- 2024 -2024 Director of Client Services @
- 2022 -2024 Executive Associate @
- 2021 -2022 Associate @
- 2021 -2021 Junior Associate @
- 2020 -2020 Paraplanner @
- 2020 -2020 Extern @
- 2019 -2019 Finance Analyst Intern @
- 2017 -2019 Mandarin Chinese Tutor @ Indiana University Asian Culture Center
- 2017 -2017 Management Intern @ CHIYODA INTEGRE CO. LTD
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.
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