Timothy Lee's Location
San Diego, California, United States
Timothy Lee's Work
- Financial Planner @ Dowling & Yahnke Wealth Advisors
- Paraplanner @ Dowling & Yahnke Wealth Advisors
- Client Support Specialist @ eMoney Advisor
- Financial Representative @ Penn Mutual
- Financial Analyst Intern @ The Retirement Group LLC
- Research and Operations Intern @ Soledad Investment Management, LLC
Timothy Lee's Education
- University of California, San Diego
Bachelor’s Degree (Economics)
2012 - 2016
Timothy Lee's Skills
- Financial Analysis
- Client Services
- Analytical Skills
- Communication
- High Level of Accuracy
- Teamwork
- Microsoft Excel
- Financial Markets
- Time Management
- Multitasking
Timothy Lee's Summary
Timothy Lee, based in San Diego, California, United States, is currently a Financial Planner at Dowling & Yahnke Wealth Advisors, bringing experience from previous roles at Dowling & Yahnke Wealth Advisors, eMoney Advisor, Penn Mutual and The Retirement Group LLC. Timothy Lee holds a 2012 - 2016 Bachelor’s Degree in Economics @ University of California, San Diego. With a robust skill set that includes Financial Analysis, Client Services, Analytical Skills, Communication, High Level of Accuracy and more, Timothy Lee contributes valuable insights to the industry. Timothy Lee has 1 email on RocketReach.
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