J

James Lee's email & phone

Position:Founding Partner at Lee-Kelleher Wealth Management
Experience:28 years
Location:Columbia, Maryland, United States

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Work Experience

Founding Partner at Lee-Kelleher Wealth Management

Jul 2024 - Current

Wealth Management Advisor, Senior Vice President at Merrill Lynch

Aug 2011 - Jul 2024

First Vice President Wealth Management at SMITH BARNEY

Apr 1998 - Aug 2011

James Lee started working in 1998, then the employee has changed 2 companies and 2 jobs. On average, James Lee works for one company for 9 years 3 months.

Education

Bachelor's Degree at Syracuse University

Frequently Asked Questions

What is James Lee's minimum period of employment in the companies?

James Lee's minimum period of employment in various companies is 12 years 11 months.

What is James Lee's average duration of employment for different companies?

On average, James Lee works for one company for 13 years 2 months

What industries has James Lee worked in?

James Lee worked in the Financial Services.

What positions has James Lee held before?

Previously, James Lee worked as a Wealth Management Advisor, Senior Vice President, and First Vice President Wealth Management.

How do I contact James Lee?

James Lee's email address is j*****l@lkwealthmanagement.com, phone number is +1-***-***-7276. Sign up to get contact details.

Who are James Lee's peers at other companies?

James Lee's peers at other companies are Felix Chen and Abby Harley Bradley and John Shubin

James Lee Namesakes

Name
Company
Position
J
Software Engineer
J
Assistant General Manager, Ticket Sales & Experience

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