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Lee Mirbach

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Lee Mirbach

Intern- Private Client Wealth Management | Wellington Management

Massachusetts, Boston, United States

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Lee Mirbach

Summary

Lee Mirbach is a seasoned finance professional currently serving as Managing Director at Wellington Management. With a strong background in wealth management and client services, Lee has cultivated extensive expertise in relationship management over the years. His career path showcases a commitment to excellence, having progressed through various roles at Wellington Management, from Client Service Analyst to his current leadership position. Lee's experience at Brown Brothers Harriman further solidified his foundation in private client wealth management. He holds a Bachelor of Science in Management with a concentration in Finance from Tulane University, underscoring his academic dedication to the financial sector. Lee's professional journey reflects a blend of strategic thinking and client-centric approaches, making him a valuable asset in the finance industry. He is known for his ability to foster long-term relationships and drive growth for his clients. Outside of work, Lee is likely to have interests in emerging financial technologies and leadership development.

General

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Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Lee Mirbach

Work Experience

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Intern- Private Client Wealth Management at

Brown Brothers Harriman

June 2007 - August 2007

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Intern- Private Client Wealth Management at

Brown Brothers Harriman

June 2008 - August 2008

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Client Account Manager at

Brown Brothers Harriman

January 2010 - March 2011

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Senior Client Account Manager at

Brown Brothers Harriman

March 2011 - January 2012

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Client Service Analyst at

Wellington Management

February 2012 - March 2014

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Assistant Vice President and Relationship Analyst at

Wellington Management

March 2014 - April 2016

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Assistant Vice President and Account Manager at

Wellington Management

April 2016 - June 2017

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Vice President and Account Manager at

Wellington Management

June 2017 - November 2018

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Vice President and Relationship Manager at

Wellington Management

November 2018 - April 2020

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Managing Director and Relationship Manager, Global Relationship Group at

Wellington Management

April 2020 - Present

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Lee Mirbach

Education

Tulane University - A.B. Freeman School of Business, BSM, Finance

January 2005 - January 2009

Wayland High School

January 2001 - January 2005

Boston University

January 2005 - January 2005

Tulane University, BSM, Finance

January 2005 - January 2009

Frequently Asked Questions about Lee Mirbach

What is Lee Mirbach email address?

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

What company does Lee Mirbach work for?

Lee Mirbach is a Intern- Private Client Wealth Management at Wellington Management.

Where Lee Mirbach graduated from?

Lee Mirbach holds a degree in null from Tulane University - A.B. Freeman School of Business.

How can I directly contact Lee Mirbach?

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

Who is Lee Mirbach?

Lee Mirbach is a seasoned finance professional currently serving as Managing Director at Wellington Management. With a strong background in wealth management and client services, Lee has cultivated extensive expertise in relationship management over the years. His career path showcases a commitment to excellence, having progressed through various roles at Wellington Management, from Client Service Analyst to his current leadership position. Lee's experience at Brown Brothers Harriman further solidified his foundation in private client wealth management. He holds a Bachelor of Science in Management with a concentration in Finance from Tulane University, underscoring his academic dedication to the financial sector. Lee's professional journey reflects a blend of strategic thinking and client-centric approaches, making him a valuable asset in the finance industry. He is known for his ability to foster long-term relationships and drive growth for his clients. Outside of work, Lee is likely to have interests in emerging financial technologies and leadership development.

Lee`s contact details

mail

*********@wellington.com

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Andrés Pedreño

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Andrew Byrne

Associate

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Henry Philip

Managing Consultant

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Hilda L Navarro

General Manager/ Area Manager

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