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Jason Lee
Jason Lee
Senior Vice President | Community Trust and Investment Company
United States
Jason Lee
Summary
Jason Lee is a seasoned legal and financial professional currently serving as the Senior Vice President at Community Trust Wealth & Trust Management. With a robust background in corporate law, estate planning, and wealth management, he brings over a decade of experience in guiding clients through complex financial landscapes. His career trajectory includes pivotal roles at Merrill Lynch and PNC Wealth Management, where he honed his expertise in trust services and retirement planning. Jason's academic credentials include a Doctor of Law from the University of Kentucky College of Law, underpinning his legal acumen. Residing in the United States, he is well-versed in the intricacies of both legal and financial sectors, making him a valuable asset in any high-stakes environment. Beyond his professional life, Jason is passionate about leveraging his skills to foster community trust and promote financial literacy. His diverse experience across various organizations showcases his adaptability and commitment to excellence in his field.
Jason Lee
Work Experience
Senior Vice President at
Community Trust and Investment Company
March 2019 - Present
Vice President, Trust Specialist at
Merrill Lynch
December 2017 - March 2019
CFO at
Community Ventures
May 2015 - December 2017
Vice President - Senior Wealth Planner at
PNC
June 2011 - May 2015
Attorney at
Wyatt, Tarrant and Combs, LLP
September 2008 - June 2011
Controller at
Glenwild Golf Club
January 2001 - January 2005
Jason Lee
Education
University of Kentucky College of Law, Doctor Of Law (J.D.)
January 2005 - January 2008
Frequently Asked Questions about Jason Lee
What is Jason Lee email address?
Jason Lee's primary email address is *********@ctbi.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Jason Lee work for?
Jason Lee is a Senior Vice President at Community Trust and Investment Company, a company specializing in Security brokers & dealers.
Where Jason Lee graduated from?
Jason Lee holds a degree in from University of Kentucky College of Law.
How can I directly contact Jason Lee?
To contact Jason Lee directly, you can use the email address *********@ctbi.com. Complete contact information is available upon registration with Muraena.
Who is Jason Lee?
Jason Lee is a seasoned legal and financial professional currently serving as the Senior Vice President at Community Trust Wealth & Trust Management. With a robust background in corporate law, estate planning, and wealth management, he brings over a decade of experience in guiding clients through complex financial landscapes. His career trajectory includes pivotal roles at Merrill Lynch and PNC Wealth Management, where he honed his expertise in trust services and retirement planning. Jason's academic credentials include a Doctor of Law from the University of Kentucky College of Law, underpinning his legal acumen. Residing in the United States, he is well-versed in the intricacies of both legal and financial sectors, making him a valuable asset in any high-stakes environment. Beyond his professional life, Jason is passionate about leveraging his skills to foster community trust and promote financial literacy. His diverse experience across various organizations showcases his adaptability and commitment to excellence in his field.
Jason`s contact details
*********@ctbi.com
Colleagues
President and CEO
Advisory Board Member
Vice President & Senior Wealth Advisor
Vice President, Portfolio Manager
VP, Portfolio Manager
Vice President & Compliance Officer
SVP, Retirement/Institutional Services Manager
VP, Business Development Officer - Retirement Plans
Vice President, Senior Wealth Advisor/Business Development Officer