Tim Lee Email & Phone Number
Managing Director @ Roadmap Advisors
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Tim Lee Location
- McLean, VA, US
Tim Lee Work
- 2022 -now Managing Director @
- 2020 -2022 Real Estate Advisor @
- 2018 -2022 Founder @ Selective Inc.
- 2015 -2018 Board Member @
- 2015 -2018 Managing Director @ Confidential Family Office
- 2008 -2015 Managing Director and Co-Founder @
- 2000 -2008 Assistant Vice President @
Tim Lee Education
- The University of Chicago Booth School of Business
CPWA (Finance and Financial Management Services)
2012-2013 - CFP Board
CERTIFIED FINANCIAL PLANNER™ (Financial Planning and Services)
2003-2004 - University of Mary Washington
Economics & International Affairs (Economics, Finance, International Affairs)
1996-2000 - The London School of Economics and Political Science (LSE)
(Economics, Finance and International Relations)
1998-1999
Tim Lee Skills
- Wealth Management
- Strategic Financial Planning
- Series 63
- Mergers
- Restructuring
- Corporate Finance
- Business Strategy
- Risk Management
- Trading
- Insurance
- Investments
- Derivatives
- Financial Advisory
- Mutual Funds
- Due Diligence
- Financial Planners
- Alternative Investments
- Wealth
- Tax
- Retirement Planning
- Small Business
- ETFs
- Asset Managment
- Financial Modeling
- Wealth Management Services
- Series 7
- Corporate Development
- FINRA
- Investment Advisory
- Strategic Planning
- Financial Risk
- Financial Services
- Financial Analysis
- Private Equity
- Estate Planning
- Venture Capital
- Options
- Valuation
- Management Consulting
- Retirement
- Equities
- Asset Allocation
- Business Planning
- Finance
- Investment Banking
- Banking
- Portfolio Management
- Investment Management
- Entrepreneurship
- Asset Management
- Government
- Public Speaking
- Event Planning
- Economic Development
- Team Building
- Nonprofits
- Community Development
- Non-profits
- Leadership Development
- Public Relations
- Policy
- Courts
- Contract Negotiation
- Budgets
- Community Outreach
- Event Management
- Fundraising
- Zoning
- Local Government
- Program Management
- Management
- Leadership
- Customer Service
- Social Media
- Litigation
- Criminal Law
- Project Planning
- Project Management
- Real Estate
- Organizational Development
- Marketing
- Marketing Communications
- Marketing Strategy
- Training
- Teaching
- Public Policy
- Budgeting
- Non Profits
- Organizational
Tim Lee Summary
- Tim Lee, based in McLean, VA, US, is currently a Managing Director at Roadmap Advisors. Tim Lee brings experience from previous roles at Keller Williams, Selective Inc., Ostendio, Inc. and Confidential Family Office. Tim Lee holds a 2012 - 2013 CPWA in Finance and Financial Management Services @ The University of Chicago Booth School of Business. With a robust skill set that includes Wealth Management, Strategic Financial Planning, Series 63, Mergers, Restructuring and more. Tim Lee has 3 emails and 2 mobile phone numbers on RocketReach.
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Top Roadmap Advisors Employees
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Managing Director
McLean, VA, US
Mike Alpert
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Bethesda, MD, US
Shonak Bhattacharya
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Washington, DC, US
Jeremy Smith
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Falls Church, VA, US
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