M
Found email address for Max Lee:
Found phone for Max Lee:
A different Max Lee?
Sign up to search for other Max Lee's across our 850M+ professionals databaseLocation
United StatesWork Experience 12 years
Nov 2025 - Current
Aug 2025 - Nov 2025
Jan 2025 - Sep 2025
Jan 2023 - Jan 2024
Jan 2022 - Jan 2023
Jan 2014 - Jan 2021
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
Frequently Asked Questions
What is Max Lee's minimum period of employment in the companies?
Max Lee's minimum period of employment in various companies is 3 months.What is Max Lee's average duration of employment for different companies?
On average, Max Lee works for one company for 2 yearsWhat industries has Max Lee worked in?
Max Lee works in the Financial Services.What positions has Max Lee held before?
Previously, Max Lee worked as a Client Advisor, and Private Consultant, and Vice President Wealth Manager, and Financial Advisor, and Wealth Management.How do I contact Max Lee?
Max Lee's email address is l**@ccapsolution.com, phone number is +1-***-***-2602. Sign up to get contact details.Who are Max Lee's peers at other companies?
Max Lee's peers at other companies are John Oswald and Daton Stormer and Nixon PierreSimilar profiles
Data Privacy
GDPR COMPLIANT
SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.
CCPA COMPLIANT
SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.
