Since 2010, Bryan Lee has been working in inStream Solutions. This expert is a high-skilled COO with over four years of work experience. According to Bryan's resume and work profile, Bryan has worked at more than three places with diverse backgrounds and gained different skills. Bryan attended school at the University of Maryland University College from 2006 to 2008. Bryan Lee can be found in Washington, DC – where this professional currently lives. You can search for Bryan's email address and phone number. We can also provide you with exhaustive contact information upon request.
Name variants:
Brian Lee
Last updated Jul 05, 2024
Contact Information
Workplace
Colleagues
Work History
COO
Strategy development and setting of product requirements, as well as Business Process writing, general product management, and vendor and partner relationship management. Coordinates between...
from Aug 2010
Managing Director
Oversees practice management. Works with all levels of the firm to execute business development initiatives.
Jan 2009 — Feb 2011
Portfolio Manager
Focuses on investment and portfolio analysis, as well as portfolio construction. Provides investment strategy research for advisors and clients with concentration on institutional clients. ...
Sep 2007 — Jan 2009
Education
2006 — 2008
2000 — 2003
1998 — 1999
Occupations
Executive
Chief Operating Officer
Sales Specialist
Supplier
Partner
Accountant
Finance and Accounting Specialist
Chief Executive Officer
General and Operations Manager
Chief Executive
Services Professional
Sales Representative
Accounting Bookkeeper
Bookkeeper
Corporate Executive
Skills
Asset Management
Portfolio Management
Wealth Management
Investment Operations
Series 65
Financial Planning
Asset Allocation
Business Process Design
Process Improvement
Business Strategy
Business Management
Business Analysis
New Business Development
Financial Technology
Technical Writing
Technology Development
Application Development
System Testing
Training & Development
Vendor Relations
FAQs about Bryan Lee
What's the main profession of Bryan Lee?
The expert is a COO.
What are the profession of The professional?
These person's professions are Executive and Chief Operating Officer
Where does Bryan Lee live?
The expert lives in Washington, DC.
How many companies did Bryan Lee work at?
Bryan Lee worked at three jobs.
Does Bryan Lee have personal website or blog?
Bryan Lee`s websites are http://www.instreamwealth.com, http://instreamwealth.com/blog/, http://www.instreamwealth.com, and http://instreamwealth.com/blog/.
What education does Bryan Lee have?
Bryan studied at the University of Maryland University College from 2006 to 2008.
Are there any professional industries, that Bryan Lee works in?
This person works in Financial Services industry.
What are special skills of Bryan Lee?
This professional has the following skills: Asset Management, Portfolio Management, Wealth Management, Investment Operations, Series 65, Financial Planning, Asset Allocation, and Business Process Design.