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John Jee

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John Jee

Senior PIM Portfolio Manager, Managing Director, Investments | Wells Fargo Advisors

Greenwich, Connecticut, United States

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John Jee

Summary

John Jee is a seasoned Portfolio Manager and Managing Director at Wells Fargo Advisors, boasting over 35 years of extensive experience in the financial services sector. His diverse expertise spans corporate finance, capital markets, private equity, and comprehensive wealth management, showcasing a deep understanding of both investment strategies and client needs. John has also contributed to academia as an adjunct professor, imparting his knowledge in finance and economics at respected institutions like Sacred Heart University and Manhattanville College. His career reflects a commitment to excellence in financial advisory and investment management, underscored by a solid educational foundation with degrees from prestigious institutions. Beyond his professional pursuits, John is known for his analytical mindset and ability to navigate complex financial landscapes, making him a valuable asset in any financial endeavor. He is well-versed in the intricacies of both public and private markets, and his insights are sought after by clients and colleagues alike.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Innovation

Organisational experience

Corporate Experience

John Jee

Work Experience

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Senior PIM Portfolio Manager, Managing Director, Investments at

Wells Fargo Advisors

July 2012 - Present

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Adjunct Professor at

Sacred Heart University Incorporated

September 2009 - May 2021

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Adjunct Lecturer at

Right World View

January 2009 - June 2020

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Wealth Management at

MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A

January 2006 - January 2012

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Wealth Management & Business Financial Services at

Merrill Lynch/Wfc/L. Inc.

January 2002 - January 2006

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Institutional Fixed-Income Sales at

Mesirow

January 1997 - January 2002

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Middle Market Debt Finance at

Carnegie Hill Partners LLC

January 1996 - January 2002

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Institutional Corporate Bond Trading at

Tradition

January 1994 - January 1997

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Institutional Corporate Bond Trading at

Rodman & Renshaw

January 1993 - January 1994

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Syndicated Loan Trading at

Bank of America Corporation

January 1990 - January 1992

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Corporate Finance at

Citi

January 1988 - January 1990

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Analyst Program at

Deutsche Bank

January 1988 - January 1988

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John Jee

Education

University of Connecticut School of Business, Bachelors

January 1970 - January 1970

University of Chicago Booth School of Business, Master Of Business Administration

January 1970 - January 1970

University of Connecticut, Bachelors

January 1970 - January 1970

Wharton School

January 1970 - January 1970

Frequently Asked Questions about John Jee

What is John Jee email address?

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

What company does John Jee work for?

John Jee is a Senior PIM Portfolio Manager, Managing Director, Investments at Wells Fargo Advisors, a company specializing in Functions related to depository banking.

Where John Jee graduated from?

John Jee holds a degree in Bachelor Of Science from University of Connecticut School of Business.

How can I directly contact John Jee?

To contact John Jee directly, you can use the email address ********@morganstanley.com. Complete contact information is available upon registration with Muraena.

Who is John Jee?

John Jee is a seasoned Portfolio Manager and Managing Director at Wells Fargo Advisors, boasting over 35 years of extensive experience in the financial services sector. His diverse expertise spans corporate finance, capital markets, private equity, and comprehensive wealth management, showcasing a deep understanding of both investment strategies and client needs. John has also contributed to academia as an adjunct professor, imparting his knowledge in finance and economics at respected institutions like Sacred Heart University and Manhattanville College. His career reflects a commitment to excellence in financial advisory and investment management, underscored by a solid educational foundation with degrees from prestigious institutions. Beyond his professional pursuits, John is known for his analytical mindset and ability to navigate complex financial landscapes, making him a valuable asset in any financial endeavor. He is well-versed in the intricacies of both public and private markets, and his insights are sought after by clients and colleagues alike.

John`s contact details

mail

********@morganstanley.com

****@sacredheart.edu

********@ml.com

********@mville.edu

********@wellsfargo.com

********@citigroup.com

********@bankofamerica.com

********@tradition.com

****@mesirowfinancial.com

********@db.com

********@wellsfargoadvisors.com

****@manhattanville.edu

Colleagues

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Crpc Nick Giorgio

First Vice President - Investments

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Nick Johnson

Financial Advisor, Vice President - Branch Manager

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Cfp Nick Sondgeroth

Managing Director-Investments

Ryan Lenahan

Managing Director-Branch Manager at Wells Fargo Advisors

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Ryan Flurie Cfp

Managing Director-Investments - Abeles Flurie Wealth Management Group

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Ryan Maglio

Vice President, Lead Business Growth Strategy Consultant

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Ryan Moon

Executive Director, Compliance Senior Manager

Ryan Pelhank

Vice President, Senior Compliance Specialist

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Cfp Ryan Johnson

Financial Advisor, Managing Director-Investment Officer

Saleem Sattar

Vice President, BP&CG

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