Thomas Lee Email & Phone Number

Managing Director, Head of Business Development - Americas @ BITA

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Thomas Lee's Location

New York, NY, US

Thomas Lee's Work

Managing Director, Head of Business Development - Americas @ BITA
Executive Director, Head of Business Development @ J.P. Morgan
Vice President, Advisory Product Strategy @ J.P. Morgan

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Associate, Investments Product Management @ J.P. Morgan
Senior Associate, Product Development @ New York Life Investments
Senior Associate, Internal Wholesaler @ New York Life Investments
Senior Associate, Annuity Operations @ New York Life Investments

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Thomas Lee's Education

University of Kansas
Bachelor of Arts - BA (Economics)
2001 - 2006

Thomas Lee's Skills

Mutual Funds
Investments
Asset Allocation

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Fixed Annuities
Financial Services
Portfolio Management
Guaranteed Lifetime Income
Wealth Management
Series 7
Series 63

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Thomas Lee's Summary

Thomas Lee, based in New York, NY, US, is currently a Managing Director, Head of Business Development - Americas at BITA, bringing experience from previous roles at J.P. Morgan and New York Life Investments. Thomas Lee holds a 2001 - 2006 Bachelor of Arts - BA in Economics @ University of Kansas. With a robust skill set that includes Mutual Funds, Investments, Asset Allocation, Fixed Annuities, Financial Services and more, Thomas Lee contributes valuable insights to the industry. Thomas Lee has 3 emails and 2 mobile phone numbers on RocketReach.

Thomas Lee Email Address

Found 3 email address listings:

Thomas Lee Phone Number

Found 2 phone numbers:

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