Max Lee: Email & Phone Number

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Founder at MDL Legacy Ventures LLC|United States

Position:

Founder at MDL Legacy Ventures LLC

Location:

United States

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Last updated: 2026-05-29

Updated: 2026-05-29

Found email addresses for Max Lee:

Business emails:

*******@gmail.com

Found phone for Max Lee:

+1-***-***-2569

A different Max Lee?

Work Experience 12 years

Founder at MDL Legacy Ventures LLC

Feb 2026 - Current

Business Funding Specialist at Creative Capital Solutions

Nov 2025 - Current

Client Advisor at Compliance Exchange Group (CXG)

Aug 2025 - Nov 2025

Private Consultant at Self-Employed

Jan 2025 - Sep 2025

Vice President Wealth Manager at Lido Advisors

Jan 2023 - Jan 2024

Financial Advisor at Morgan Stanley

Jan 2022 - Jan 2023

Wealth Management at UBS Financial Services Inc.

Jan 2014 - Jan 2021

Max Lee started working in 2014, then the employee has changed 6 companies and 6 jobs. On average, Max Lee works for one company for 1 year 7 months.

Their professional focus is Business Development, Financial Advisory, and Financial Education across 3 core areas.

Education

Certified Private Wealth Advisor at Yale School of Management

Certified Financial Planner at College for Financial Planning

Chartered Retirement Planning Counselor at College for Financial Planning

Bachelor of Science at California State University, Long Beach

Max Lee Namesakes

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Company

Position

Max Lee

TopDevs LLC

Mobile Developer

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Max Lee

Computer Guys

Senior Software Engineer

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Max Lee

SUNY Upstate College of Health Professions

Accounts Payable Clerk

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