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Sam Lee
Sam Lee
Account Manager | Fisher Investments
Portland, Oregon Metropolitan Area United States, United States
Sam Lee
Summary
Sam Lee is an accomplished Vice President of Client Services at Fisher Investments, where he leverages his extensive background in financial services and investments to drive client satisfaction and business growth. With a dual Bachelor's degree in Accounting and Business Management from Oakland City University, he boasts a strong academic foundation complemented by practical experience in various roles across reputable firms like State Farm and Scottrade. Sam has demonstrated a consistent upward trajectory in his career, transitioning from Account Manager to Vice President in a relatively short span. His expertise in client services and investment counseling positions him as a key player in enhancing client relationships and service delivery. Outside of his professional endeavors, Sam is passionate about leadership development and fostering innovation within the financial sector. He is known for his strategic thinking and ability to adapt to the evolving needs of clients in a competitive industry.
Sam Lee
Work Experience
Vice President Client Services at
Fisher Investments
April 2022 - Present
Sam Lee
Education
Oakland City University, Bachelor of Science - BS, Accounting, 3.840
January 2013 - January 2017
Oakland City University, Bachelor of Science - BS, Business Management, 3.840
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 Account Manager at Fisher Investments.
Where Sam Lee graduated from?
Sam Lee holds a degree in null 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 an accomplished Vice President of Client Services at Fisher Investments, where he leverages his extensive background in financial services and investments to drive client satisfaction and business growth. With a dual Bachelor's degree in Accounting and Business Management from Oakland City University, he boasts a strong academic foundation complemented by practical experience in various roles across reputable firms like State Farm and Scottrade. Sam has demonstrated a consistent upward trajectory in his career, transitioning from Account Manager to Vice President in a relatively short span. His expertise in client services and investment counseling positions him as a key player in enhancing client relationships and service delivery. Outside of his professional endeavors, Sam is passionate about leadership development and fostering innovation within the financial sector. He is known for his strategic thinking and ability to adapt to the evolving needs of clients in a competitive industry.
Sam`s contact details
*******@fisherinvestments.com
Colleagues
Broker Trainee
High Net-worth Investment Consultant
Financial Advisor
Teaching Assistant
Senior Account Executive
Relationship Banking Officer
West Coast Sales Manager
Financial Advisor
Client Services Associate
Professional Golfer