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Christy Lee
Christy Lee
SVP of Finance | Millennium Advisors
Charlotte, North Carolina, United States
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.
Christy Lee
Work Experience
SVP of Finance at
Millennium Advisors
December 2020 - Present
Sr. Director, Conflicts of Interest Officer at
TIAA
December 2019 - November 2020
Sr. Director, Broker Dealer Financial Reporting at
TIAA
January 2016 - December 2019
Senior Manager, Broker-Dealer Financial Reporting at
TIAA
January 2014 - January 2016
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
Senior Staff Accountant at
US Securities Exchange
January 2003 - January 2004
Senior Securities Compliance Examiner at
Financial Industry Regulatory Authority
January 2000 - January 2003
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
****@millenniumadvisors.com
Colleagues
Managing Director
Senior Vice President - Credit Trading
Managing Director, Co-Founder
Group CEO Millennium Consolidated Holdings, LLC
Senior Software Engineer - VP
Managing Vice President - Trading And Operations
Co-Founder
Director, Chief of Staff - USD Credit Trading, Software Developer, Product Manager
Vice President, Fixed Income Trade Support