Bolo Lee

Bolo Lee's email & phone

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Financial Services Professional at New York Life|Los Angeles, California, United States

Position:

Financial Services Professional at New York Life

Location:

Los Angeles, California, United States

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Last updated: 2026-02-25
Updated: 2026-02-25

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Work Experience 18 years

Financial Services Professional at New York Life

Jul 2025 - Current

President/Owner/Finance Consultant at Royal Capital Finance

Jan 2020 - Current

Financial Advisor, Financial Planner at Northwestern Mutual

Jan 2024 - Jun 2025

Sr. Home Mortgage Lending Advisor at JPMorgan Chase & Co.

Jan 2018 - Jan 2019

Manager, Sr. Finance Consultant at Next Gen Mortgage Inc.

Jan 2014 - Jan 2018

Sr. Mortgage Consultant at Bank of America

Jan 2013 - Jan 2014

Sr. Mortgage Consultant at PNC

Jan 2011 - Jan 2013

Sales Manager, Sr. Finance Consultant at Wells Fargo

Jan 2008 - Jan 2011

Bolo Lee started working in 2008, then the employee has changed 7 companies and 6 jobs. On average, Bolo Lee works for one company for 2 years 5 months.

Education

Master of Business Administration - MBA at Pepperdine Graziadio Business School

Kaplan

Certificate of Finance Planning at Bryant University CFP Course

Bachelor's degree at Rutgers University

Frequently Asked Questions

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

Bolo Lee's minimum period of employment in various companies is 1 year.

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

On average, Bolo Lee works for one company for 2 years 1 month

What industries has Bolo Lee worked in?

Bolo Lee works in the Financial Services. Previously, Bolo Lee worked in the Banking.

What positions has Bolo Lee held before?

Previously, Bolo Lee worked as a President/Owner/Finance Consultant, and Financial Advisor, Financial Planner, and Sr. Home Mortgage Lending Advisor, and Manager, Sr. Finance Consultant, and Sr. Mortgage Consultant.

How do I contact Bolo Lee?

Bolo Lee's phone number is +1-***-***-3661. Sign up to get contact details.

Who is the Chairman & CEO of the New York Life?

The Chairman & CEO of the New York Life is Theodore A. Mathas

Who are Bolo Lee's peers at other companies?

Bolo Lee's peers at other companies are Rameez Rylands and DeShawna Hemstead and Cody Camp

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