William Lee

William Lee's email & phone

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Financial Advisor at Northwestern Mutual|New York, New York, United States

Position:

Financial Advisor at Northwestern Mutual

Location:

New York, New York, United States

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Last updated: 2023-03-09
Updated: 2023-03-09

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Work Experience 23 years

Financial Advisor at Northwestern Mutual

May 2017 - Current

Financial Advisor at National Life Group

Mar 2016 - Apr 2017

Financial Advisor at AXA Advisors, LLC

Oct 2015 - Feb 2016

Financial Professional at IN TRANSITION

Mar 2014 - Oct 2015

Private Client Banker at JPMorgan Chase

Oct 2012 - Feb 2014

Licensed Personal Banker at JPMorgan Chase

Oct 2008 - Sep 2012

Head Teller at ConnectOne Bank (formerly First National Bank LI®)

Jan 2008 - Oct 2008

Bank Teller at First National Bank of Long Island

Aug 2007 - Dec 2007

Assistant Financial Preparer (Paid Internship) at MFS Investment Management

Jan 2006 - Jun 2006

Accounting and Operations Assistant (Paid Internship) at AIG

Jun 2004 - Dec 2004

Operations Cast Member at The Walt Disney Company

Jun 2003 - Jan 2004

William Lee started working in 2003, then the employee has changed 9 companies and 8 jobs. On average, William Lee works for one company for 1 year 10 months.

Education

BS at Northeastern University

Chaminade High School

CFA Institute

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 months.

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

On average, William Lee works for one company for 1 year 1 month

What industries has William Lee worked in?

William Lee works in the Financial Services. Previously, William Lee worked in the Information Technology and Services, and Banking, and Insurance, and Entertainment.

What positions has William Lee held before?

Previously, William Lee worked as a Financial Advisor, and Financial Professional, and Private Client Banker, and Licensed Personal Banker, and Head Teller.

How do I contact William Lee?

William Lee's phone number is +1-480-***-**80. Sign up to get contact details.

Who are William Lee's peers at other companies?

William Lee's peers at other companies are Hasitha Samarawickrama and Priya Priya and Sachin Perera

William Lee Namesakes

Name
Company
Position
William Lee
Software Development Engineer II
William Lee
UnitedHealth Group (Optum)
Senior Project Manager
William Lee
Las Campanas Realty
Associate Broker

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Hasitha Samarawickrama
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Financial Advisor

Other employees at Northwestern Mutual

Name
Company
Position
Jihad Shkoukani
Invesment Client Services Analyst
Merrily Jones
Paraplanner | House of Q Wealth Management
Ashley Egli
Front Desk Administrator/ Financial Representative Assistant
Noah Lewis
Northwestern Mutual Planning Practice

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