Trinity Lee Location
Springfield, MO, US
Trinity Lee Work
- 2024 - now National Arbitration and Mediation Committee Member @ FINRA (Financial Industry Regulatory Authority)
- 2023 - now President and Executive Director @ Heim Young and Associates
- 2021 - 2023 FINRA Small Firm Advisor Committee (SFAC) @ FINRA (Financial Industry Regulatory Authority)
- 2013 - 2023 Chief Compliance Officer and FINOP- Broker-Dealer @ Heim Young and Associates
- 2009 - 2022 Chief Compliance Officer- Registered Investment Advisor @ HYA Advisors- Wealth Management
- 2019 - 2021 Regional FINRA Committee Member @ FINRA (Financial Industry Regulatory Authority)
- 2006 - 2009 Registered Investment Representative @ Waddell & Reed
Trinity Lee Education
- College of the Ozarks
Bachelor's degree (History)
1994 - 1996
Trinity Lee Skills
- Accounting
- Leadership
- Financial Analysis
- Six Sigma
- Strategic Financial Planning
- Process Improvement
- Budgets
- Tax
- Management
- 401k
Trinity Lee Summary
Trinity Lee, based in Springfield, MO, US, is currently a President and Executive Director at Heim Young and Associates. Trinity Lee brings experience from previous roles at FINRA, Heim Young and Associates and HYA Advisors- Wealth Management. Trinity Lee holds a 1994 - 1996 Bachelor's degree in History @ College of the Ozarks. With a robust skill set that includes Accounting, Leadership, Financial Analysis, Six Sigma, Strategic Financial Planning and more. Trinity Lee has 1 emails and 2 mobile phone numbers on RocketReach.
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