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William Lee's email & phone

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Senior Investment Advisor at Pathstone|San Francisco Bay Area, United States

Position:

Senior Investment Advisor at Pathstone

Location:

San Francisco Bay Area, United States

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Last updated: 2025-10-07
Updated: 2025-10-07

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Work Experience 20 years

Senior Investment Advisor at Pathstone

Jan 2022 - Current

Investment Advisor at Arrow Point Wealth Management

May 2015 - Jan 2022

Financial Planning Analyst at Arrow Point Wealth Management

Mar 2010 - May 2015

Financial Planning Assistant at Censia - Wealth Advisors

Feb 2006 - Mar 2010

Education

M.S at UCLA

Frequently Asked Questions

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

William Lee's minimum period of employment in various companies is 4 years 1 month.

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

On average, William Lee works for one company for 5 years 4 months

What industries has William Lee worked in?

William Lee works in the Financial Services.

What positions has William Lee held before?

Previously, William Lee worked as a Investment Advisor, and Financial Planning Analyst, and Financial Planning Assistant.

How do I contact William Lee?

William Lee's phone number is +1-870-***-**24. Sign up to get contact details.

Who is the President/CEO/Director of the Pathstone?

The President/CEO/Director of the Pathstone is Maelis

Who are William Lee's peers at other companies?

William Lee's peers at other companies are Abdul Rahman and Anam Akram and Narges Sadati

William Lee Namesakes

Name
Company
Position
SafelineUAStaffingM
SafelineUAStaffing
Recruitment Specialist

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