Will Lee Email & Phone Number

Will Lee Email & Phone Number

Investment Director (Product Specialist and Client Portfolio Manager) @ Wellington Management

Will Lee Location

Boston, MA, US

Will Lee Work

  • 2016 - now  Investment Director (Product Specialist and Client Portfolio Manager) @ Wellington Management
  • 2013 - 2016 Vice President of Investment (Allocator and Manager Research) @ Permal Group
  • 2011 - 2013 Associate - Institutional Equity - Prime Brokerage @ Morgan Stanley

Will Lee Education

  • Duke University

    Bachelor of Science (BS)

    2003 - 2007
  • University of Chicago

Will Lee Skills

  • Strategic Planning
  • Customer Service
  • Financial Analysis
  • Strategy
  • Leadership
  • Alternative Investments
  • Trading Strategies
  • Public Speaking
  • Commodity Markets
  • Fixed Income

Will Lee Summary

Will Lee, based in Boston, MA, US, is currently a Investment Director (Product Specialist and Client Portfolio Manager) at Wellington Management. Will Lee brings experience from previous roles at Permal Group, Morgan Stanley and UBS Investment Bank. Will Lee holds a 2003 - 2007 Bachelor of Science (BS) @ Duke University. With a robust skill set that includes Strategic Planning, Customer Service, Financial Analysis, Strategy, Leadership and more. Will Lee has 3 emails and 2 mobile phone numbers on RocketReach.

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