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John Jee
John Jee
Senior PIM Portfolio Manager, Managing Director, Investments | Wells Fargo Advisors
Greenwich, Connecticut, United States
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.
John Jee
Work Experience
Senior PIM Portfolio Manager, Managing Director, Investments at
Wells Fargo Advisors
July 2012 - Present
Adjunct Professor at
Sacred Heart University Incorporated
September 2009 - May 2021
Adjunct Lecturer at
Right World View
January 2009 - June 2020
Wealth Management at
MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A
January 2006 - January 2012
Wealth Management & Business Financial Services at
Merrill Lynch/Wfc/L. Inc.
January 2002 - January 2006
Institutional Fixed-Income Sales at
Mesirow
January 1997 - January 2002
Middle Market Debt Finance at
Carnegie Hill Partners LLC
January 1996 - January 2002
Institutional Corporate Bond Trading at
Tradition
January 1994 - January 1997
Institutional Corporate Bond Trading at
Rodman & Renshaw
January 1993 - January 1994
Syndicated Loan Trading at
Bank of America Corporation
January 1990 - January 1992
Corporate Finance at
Citi
January 1988 - January 1990
Analyst Program at
Deutsche Bank
January 1988 - January 1988
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
********@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
First Vice President - Investments
Financial Advisor, Vice President - Branch Manager
Managing Director-Investments
Managing Director-Branch Manager at Wells Fargo Advisors
Managing Director-Investments - Abeles Flurie Wealth Management Group
Vice President, Lead Business Growth Strategy Consultant
Executive Director, Compliance Senior Manager
Vice President, Senior Compliance Specialist
Financial Advisor, Managing Director-Investment Officer
Vice President, BP&CG