Daniel Lee Email and Phone Number
Director, Financial Planning And Advice
at
Brightplan
Daniel Lee's email is danielyslee@gmail.com
and
Daniel Lee's phone number is +1310-720-1263
.
Daniel Lee Contact Details
Email
danielyslee@gmail.com
Email
daniel.lee@bosinvest.com
Phone
+1310-720-1263
Phone
+1415-781-8535
Daniel Lee Company Details
Location
Los Gatos, California, United States
Industry
Financial Services
Daniel Lee's Current Company
Brightplan
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Industry | Financial Services |
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Location | Los Gatos, California, United States |
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Industry | Financial Services |
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Location | Los Gatos, California, United States |
Daniel Lee's Experience and Education
Work Experience
Brightplan Uc Berkeley Extension
Director, Financial Planning And Advice
Director, Financial Planning And Advice
2021-08 to Unknown
Los Gatos, California, United States
Wealth Manager
2008-04 to 2019-01
San Francisco, California, United States
Head Of San Francisco And Senior Wealth Manager
2019-01 to 2021-08
St. Louis, Missouri, United States
Education
Uc Berkeley Extension
2008 to 2009
Berkeley, California, United States
Teaching
Unknown to 2019
New York, New York, United States
Bachelor Of Science in Neuroscience
2001 to 2005
Ann Arbor, Michigan, United States
Frequently Asked Questions about Daniel Lee
What company does Daniel Lee work for?
Daniel Lee works for Brightplan
What is Daniel Lee's role in his workplace?
Daniel Lee's role in his workplace is
Director, Financial Planning And Advice .
Which industry does Daniel Lee work in currently?
Daniel Lee works in the industry
Financial Services.
What is Daniel Lee's email address?
Daniel Lee's email address is danielyslee@gmail.com
What is Daniel Lee's direct phone number?
Daniel Lee's direct phone number is +1310-720-1263
What schools did Daniel Lee attended?
Daniel Lee attended
Columbia University In The City Of New York,
Uc Berkeley Extension,
Columbia University In The City Of New York,
University Of California, Berkeley,
and
University Of Michigan.
What are some of Daniel Lee's interests?
Daniel Lee has interests in
Personal Finance,
Education,
Finance,
Financial Services,
and
Arts And Culture.
What are some of Daniel Lee's skills?
Daniel Lee has skills like
Wealth Management,
Retirement Planning,
Investment Management,
Portfolio Management,
Strategic Financial Planning,
Asset Allocation,
and
Estate Planning.
Who are Daniel Lee's colleagues?
Daniel Lee's colleagues are
Daniel Stokes,
Lynsey Harrell,
Kaitlyn Michels,
Karl Holmlund,
Kaitlyn Tessmer,
Haleigh Albers,
and
Lina Yoo.
Who are Daniel Lee's peers at other companies?
Daniel Lee's peers at other companies are
David Zuniga,
Brookie Lutz,
Brian Cabral,
Angels Salsamendi,
Michael Swinney,
Jae Chang,
and
Jaehoon Chang.
Related Employees
Director Of Consultant Relations
at
swinno2004@yahoo.com
+1 emails
