WWill Lee's contacts
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Sign up to search for other Will Lee's across our 850M+ professionals databaseWork Experience
May 2023 - Current
Jun 2021 - Apr 2023
Nov 2019 - Jun 2021
Jan 2017 - Nov 2019
May 2015 - May 2016
Apr 2014 - Jan 2015
May 2013 - Apr 2014
Education
Bachelor of Business Administration - BBA at Temple University
Current Company Information Practifi
Name: Practifi
Speciality: CRM and practice management for financial advisers, brokers and accountants
Location: Chicago, Illinois, United States
Employees: 100-200
Description: Practifi is the performance optimization platform purpose-built for the wealth management industry. Built on Salesforce, our platform empowers teams to automate workflows, create r...
Skills
R (Programming Language), Workbench, Analytical Skills, Salesforce.com Consulting, Help Desk Support, Sales Operations, JSON, Agile Methodologies, User Experience (UX), VisualforceFrequently Asked Questions
What is Will Lee's minimum period of employment in the companies?
Will Lee's minimum period of employment in various companies is 9 months.What is Will Lee's average duration of employment for different companies?
On average, Will Lee works for one company for 1 year 6 monthsWhat industries has Will Lee worked in?
Will Lee works in the Financial Services. Previously, Will Lee worked in the Pharmaceuticals, and Banking, and Information Technology and Services, and Computer Software.What positions has Will Lee held before?
Previously, Will Lee worked as a Salesforce Administrator, and Account Manager, and Relationship Banker, and Pharmaceutical Sales Representative, and Account Executive.How do I contact Will Lee?
Will Lee's email address is w******e@practifi.com, phone number is +1-623-***-**29. Sign up to get contact details.Who is the Co-Founder & CEO of the Practifi?
The Co-Founder & CEO of the Practifi is Glenn ElliottWho are Will Lee's peers at other companies?
Will Lee's peers at other companies are Chidera Okosa and Bryan Geoghegan and Chloe Boueri
