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Sam Lee
Sam Lee
Vice President Client Services | Fisher Investments
United States
Sam Lee
Summary
Sam Lee is a seasoned professional currently serving as Vice President of Client Services at Fisher Investments, where he leverages his extensive experience in financial services to enhance client relationships and drive business success. With a strong background in coaching and communication, he has a proven track record in sales and client management, having successfully managed portfolios valued at approximately $170 million. Sam's career spans various roles within Fisher Investments, demonstrating his commitment and adaptability in a competitive industry. He holds dual Bachelor of Science degrees in Accounting and Business Management from Oakland City University, showcasing his academic foundation in both finance and management. Known for his leadership abilities, he has effectively trained new team members and developed best practices for client engagement. Outside of work, Sam is likely to be interested in emerging technologies and leadership development, reflecting his forward-thinking approach in the financial sector.
Sam Lee
Work Experience
Vice President Client Services at
Fisher Investments
April 2022 - Present
Account Executive Manager at
Fisher Investments
December 2019 - April 2022
Investment Counselor - UK Client Services at
Fisher Investments
January 2017 - December 2019
Financial Services Representative at
Scottrade
January 2017 - December 2017
Account Manager at
State Farm
June 2015 - October 2015
Sam Lee
Education
Oakland City University, Bachelor Of Science - Bs
January 2013 - January 2017
Oakland City University, Bachelor Of Science - Bs
January 2013 - January 2017
Frequently Asked Questions about Sam Lee
What is Sam Lee email address?
Sam Lee's primary email address is *******@fisherinvestments.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Sam Lee work for?
Sam Lee is a Vice President Client Services at Fisher Investments, a company specializing in Monetary Authorities-Central Bank.
Where Sam Lee graduated from?
Sam Lee holds a degree in Accounting from Oakland City University.
How can I directly contact Sam Lee?
To contact Sam Lee directly, you can use the email address *******@fisherinvestments.com. Complete contact information is available upon registration with Muraena.
Who is Sam Lee?
Sam Lee is a seasoned professional currently serving as Vice President of Client Services at Fisher Investments, where he leverages his extensive experience in financial services to enhance client relationships and drive business success. With a strong background in coaching and communication, he has a proven track record in sales and client management, having successfully managed portfolios valued at approximately $170 million. Sam's career spans various roles within Fisher Investments, demonstrating his commitment and adaptability in a competitive industry. He holds dual Bachelor of Science degrees in Accounting and Business Management from Oakland City University, showcasing his academic foundation in both finance and management. Known for his leadership abilities, he has effectively trained new team members and developed best practices for client engagement. Outside of work, Sam is likely to be interested in emerging technologies and leadership development, reflecting his forward-thinking approach in the financial sector.
Sam`s contact details
*******@fisherinvestments.com
Colleagues
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