Position:
Senior Financial Advisor at Self-employed
Location:
United States
Found email addresses for Patrick Lee:
Found phone for Patrick Lee:
Jan 2019 - Current
Jan 2014 - Jan 2019
Jan 2011 - Jan 2014
Jan 2005 - Jan 2011
Their professional focus is Asset Management, Certified Financial Planner, and Digital Asset Management · Tax Compliance · Wealth Planning · Portfolio Optimization across 3 core areas.
Master of Business Administration - MBA at UCLA
Bachelor of Finance at National University of Singapore
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.
SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.