Chip Lee has been working as a Senior Vice President in Pennsylvania Trust since 2012. Moreover, the person has on-the-job experience at more than four companies using similar skills. Chip has a total work experience of 17+ years. Chip Lee studied at the Bucknell University. Nowadays this expert lives in Philadelphia, Pennsylvania region. Find this person's current email address and phone number through our search.
Name variants:
Chip Lee
Last updated Jul 07, 2024
Contact Information
Workplace
Senior Vice President
Wayne, PA
Industry
Investment Management, Trust, Fiduciary, & Custody Activities
Colleagues
Work History
Vice President
Greater Philadelphia Area
Head of Sales and Marketing for the Northeast Region
Jan 1997 — Feb 2000
Vice President
Greater Philadelphia Area
Investment management company specializing in institutional fixed income. Head of marketing and sales and member of investment committee.
Jan 1995 — Jan 1997
Education
Occupations
Executive
Senior Vice President
Financial Broker
Portfolio Manager
Accountant
Finance and Accounting Specialist
Vice President
Sales Specialist
Relationship Manager
Chief Executive
Investment Analyst
Financial Analyst
Accounting Bookkeeper
Bookkeeper
Account Service Manager
Customer Service
Skills
Wealth Management
Portfolio Management
Estate Planning
Retirement Planning
Investments
Securities
Equities
Asset Managment
Fixed Income
Asset Allocation
Series 7
Business Development
Alternative Investments
Multi-generational wealth transfer
Strategic Financial Planning
Asset Management
Private Equity
Financial Modeling
Corporate Finance
Investment Management
Due Diligence
FAQs about Chip Lee
What's the main profession of Chip Lee?
Chip Lee is a Senior Vice President.
What are the profession of Chip Lee?
These person's professions are Executive and Senior Vice President
Where does Chip Lee currently live?
Philadelphia, Pennsylvania is the place where Chip Lee lives
How many companies did Chip Lee work at?
The professional worked at four jobs.
Where has Chip Lee studied?
Chip studied at the Bucknell University.
Are there any special industries, that Chip Lee works in?
Chip works in Financial Services industry.
What are special skills of Chip Lee?
This professional has the following skills: Wealth Management, Portfolio Management, Estate Planning, Retirement Planning, Investments, Securities, Equities, Asset Managment, and Fixed Income.