Directory

>

Christy Lee

avatar

Christy Lee

SVP of Finance | Millennium Advisors

Charlotte, North Carolina, United States

View contact details (it's free)

Christy Lee

Summary

Christy Lee is a seasoned financial executive with a strong track record in regulatory reporting, auditing, and financial management within the broker-dealer sector. With over two decades of experience, she has demonstrated her expertise in leading financial operations and ensuring compliance with regulatory standards. Her leadership in training and development has significantly enhanced the skills of hundreds of employees, fostering a culture of continuous improvement. Christy has a proven ability to implement cost-saving measures and optimize financial processes, contributing to substantial savings for her organizations. She holds multiple FINRA licenses and a Bachelor's degree in Accounting from Savannah State University. Her career journey reflects a commitment to excellence and a passion for mentoring the next generation of finance professionals. Outside of her professional endeavors, Christy is likely to engage in community service, reflecting her dedication to giving back.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Innovation

Organisational experience

Corporate Experience

Christy Lee

Work Experience

company logo

SVP of Finance at

Millennium Advisors

December 2020 - Present

company logo

Sr. Director, Conflicts of Interest Officer at

TIAA

December 2019 - November 2020

company logo

Sr. Director, Broker Dealer Financial Reporting at

TIAA

January 2016 - December 2019

company logo

Senior Manager, Broker-Dealer Financial Reporting at

TIAA

January 2014 - January 2016

company logo

Manager, Broker-Dealer Financial Reporting at

TIAA

January 2012 - January 2014

💼

Senior Manager, Controllers Division at

SunTrust Investment Services, Inc.

January 2007 - January 2011

💼

Accounting Manager, SunTrust Investment Services at

SunTrust Investment Services, Inc.

January 2006 - January 2007

💼

Regulatory Reporting Analyst, SunTrust Capital Markets at

SunTrust Investment Services, Inc.

January 2004 - January 2006

company logo

Senior Staff Accountant at

US Securities Exchange

January 2003 - January 2004

💼

Senior Securities Compliance Examiner at

Financial Industry Regulatory Authority

January 2000 - January 2003

Logos provided by Logo.dev

Christy Lee

Education

Savannah State University, Bba

January 1996 - January 1998

Wilbur O. and Ann Powers College of Business at Clemson University, N/A

January 1994 - January 1996

Frequently Asked Questions about Christy Lee

What is Christy Lee email address?

Christy Lee's primary email address is ****@millenniumadvisors.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Christy Lee work for?

Christy Lee is a SVP of Finance at Millennium Advisors, a company specializing in Wired & Wireless Telecommunications Carriers.

Where Christy Lee graduated from?

Christy Lee holds a degree in Accounting from Savannah State University.

How can I directly contact Christy Lee?

To contact Christy Lee directly, you can use the email address ****@millenniumadvisors.com. Complete contact information is available upon registration with Muraena.

Who is Christy Lee?

Christy Lee is a seasoned financial executive with a strong track record in regulatory reporting, auditing, and financial management within the broker-dealer sector. With over two decades of experience, she has demonstrated her expertise in leading financial operations and ensuring compliance with regulatory standards. Her leadership in training and development has significantly enhanced the skills of hundreds of employees, fostering a culture of continuous improvement. Christy has a proven ability to implement cost-saving measures and optimize financial processes, contributing to substantial savings for her organizations. She holds multiple FINRA licenses and a Bachelor's degree in Accounting from Savannah State University. Her career journey reflects a commitment to excellence and a passion for mentoring the next generation of finance professionals. Outside of her professional endeavors, Christy is likely to engage in community service, reflecting her dedication to giving back.

Christy`s contact details

mail

****@millenniumadvisors.com

Colleagues

avatar
Suzanna Sidney

Managing Director

avatar
Saideep Janyavula Cfa

Senior Vice President - Credit Trading

Mike Healy

Managing Director, Co-Founder

avatar
Laurent Paulhac

Group CEO Millennium Consolidated Holdings, LLC

avatar
Chris Kempf

Senior Software Engineer - VP

avatar
Daniel Convery

Managing Vice President - Trading And Operations

Dave Chappelle

Co-Founder

Kevin Martin

Director, Chief of Staff - USD Credit Trading, Software Developer, Product Manager

avatar
Andrew Hildebrandt

Vice President, Fixed Income Trade Support

View Contact details (it's free)
Request Profile Removal