jeff lee

jeff lee

customer success advisor

About

Electronic Response Representative at Fidelity Investments

Country

united states

City

austin

Industry

financial services

Skill

excel, powerpoint, word, microsoft office, financial analysis

Experience

shippingeasy

customer success advisor

shippingeasy

metlife

financial services representative

metlife

2012-6 - 2012-7 · 2 mos

Manage clientele database, direct leads, set up appointments with advisors, attend conferences and business meetings

fidelity investments

electronic response representative

fidelity investments

2013-7 - Present · 13 yrs 3 mos

Education

the university of texas at arlington

the university of texas at arlington

2008-1 - 2009-1 · 1 yr 1 mo
the university of texas at austin

the university of texas at austin

finance

2009-1 - 2012-1 · 3 yrs 1 mo

jeff lee's Contact Information

Email

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

Phone

(**) *** ****

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