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Sam Lee

Sam Lee

Vice President Client Services | Fisher Investments

United States

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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.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Sam Lee

Work Experience

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Vice President Client Services at

Fisher Investments

April 2022 - Present

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Account Executive Manager at

Fisher Investments

December 2019 - April 2022

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Investment Counselor - UK Client Services at

Fisher Investments

January 2017 - December 2019

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Financial Services Representative at

Scottrade

January 2017 - December 2017

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Account Manager at

State Farm

June 2015 - October 2015

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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

mail

*******@fisherinvestments.com

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