Mark Lee Jr.
Tech Developer and Financial Education Specialist
About
I’m an author, life coach, and financial enthusiast passionate about helping people rewrite their stories—personally, professionally, and financially. My work sits at the intersection of mindset, money, and meaningful growth. Through coaching, writing, and practical guidance, I support individuals who are ready to gain clarity, break limiting patterns, and build lives aligned with their values, not just their obligations. With a background in financial services and a strong understanding of sales, strategy, and relationship-building, I bring both structure and empathy to the table. I believe financial literacy is a form of self-empowerment, and that sustainable success starts with intentional thinking and informed decisions. Whether through my books, coaching sessions, or conversations, my goal is simple: to help people feel more confident, capable, and in control of their next chapter.
United States
Los Angeles Metropolitan Area
Financial Services
Electrical Wiring, Blueprint Reading, Electrical Installation, Claims Processing, Customer Support, Problem Solving, Account Assistance, Network Troubleshooting, Preventive Maintenance, Broadband Technologies, Technical Sales, Installation and Maintenance, Technical Support, Network Testing, Field Service Operations, Financial Consulting, Client Relationship Management, Training and Development, Business Development, Financial Education
Experience

Tech Developer and Financial Education Specialist
The Credit Solutions Group Academy
Clovis, California, United States
• Built and launched a financial education platform focused on personal and business credit, supporting improved financial outcomes for students • Developed and maintained the academy’s digital infrastructure to ensure reliable performance, usability, and a seamless learning experience • Designed and delivered financial education courses, webinars, workshops, and written content covering credit strategy and financial literacy • Managed and supported a network of 75+ affiliates, driving engagement, enrollment growth, and alignment with program goals • Maintained financial records and Profit & Loss statements to support budgeting, decision-making, and sustainable growth • Created and optimized websites and automated workflows to streamline operations and improve online visibility • Executed digital marketing campaigns and collaborated with industry partners, including realtors and bankers, to expand reach and attract qualified clients

Financial Consultant - Financial Educational Services
The Credit Solutions Group Academy
Farmington, Michigan, United States
• Built and supported a national team of 3,000+ financial agents, contributing to over $10M in revenue growth within three years • Managed a client portfolio of 15,000+ individuals, providing financial education and personalized guidance • Developed strong relationships with business owners and industry professionals to expand organizational reach and partnerships • Delivered weekly training sessions focused on financial education, sales development, and industry best practices • Supported ongoing team growth through mentorship, performance development, and leadership support

Finance and Operations Manager
The Perfect Loop
Clovis, California, United States
• Led financial and operational strategy to improve business stability, scalability, and overall performance for multiple clients. • Managed budgeting, accounting, and financial reporting using QuickBooks, including P&L analysis to identify cost savings and revenue growth opportunities. • Provided strategic financial guidance, including personal and business credit optimization, to support improved funding and scaling outcomes. • Designed and implemented business process automation to streamline workflows, reduce manual tasks, and increase operational efficiency. • Oversaw website optimization and social media growth initiatives, improving user experience, online engagement, and brand visibility.

Tech Developer
Identity Nav Loop
Clovis, California, United States
• Spearheaded the end-to-end development of a credit and identity monitoring service from concept through deployment, expanding the company’s product portfolio • Collaborated with cross-functional teams to gather requirements and translate stakeholder and user needs into functional software solutions • Executed software testing and quality assurance processes to ensure reliability, performance, and user satisfaction • Analyzed user feedback and usage patterns to enhance product usability and functionality • Developed and maintained technical documentation outlining development processes, standards, and best practices • Contributed to early-stage fundraising and resource procurement supporting product launch and organizational growth

Comm Tech IV
Mount Laurel, New Jersey, United States
• Installed and serviced residential and business telecommunications systems, supporting customer retention and satisfaction • Performed site inspections and equipment installations to ensure optimal service reliability and performance • Installed home and business security systems, expanding service offerings and revenue opportunities • Tested lines, signals, and equipment using specialized tools to ensure quality and compliance • Delivered high-quality customer service, consistently earning positive survey feedback

Broadband Technician
Bossier City, Louisiana, United States
• Diagnosed and resolved network issues while performing preventive maintenance to ensure reliable service delivery • Performed full duties across Broadband Technician I, II, and III levels, demonstrating technical versatility • Utilized tools and testing equipment to complete installations, repairs, and system upgrades • Ranked #1 in sales among technicians for three consecutive years by effectively matching services to customer needs • Supported network expansion by assisting with service rollouts in newly developed areas

Customer Service Representative
Pensacola, Florida, United States
• Assisted customers with telecommunications services, resolving inquiries and service issues efficiently • Investigated and processed customer claims with strong attention to detail and problem-solving skills • Advised customers on telecom products and service options to meet individual needs • Maintained high standards of customer satisfaction through responsive service and support

Electrician
Northrop Grumman Shipyard
Pascagoula, Mississippi, United States
• Read and interpreted blueprints and technical drawings to support electrical installations • Installed circuits, wiring systems, and electrical components in compliance with safety standards • Ensured all electrical work met regulatory codes and shipyard safety requirements • Supported safe and efficient electrical infrastructure across assigned projects
Mark Lee Jr.'s Contact Information
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