Sally Lee
Tell me more about Sally Lee?
Sally Lee is a highly experienced Sr Software Engineer with 19.4 years of work experience. She is a licensed insurance producer and has expertise in series 6, series 63, general securities registered representative, and financial advisory. Sally has worked in various roles, including Senior Marketing Director at World Financial Group and Staff Accountant at Pritzker Group. She also has experience as a Finance and Administrative Assistant to Controller at GVW Group. Sally is based in Burnee, Illinois, and has a strong background in financial planning, retirement planning, and portfolio management.
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Emails and Phone Numbers
About
Sr Software Engineer at Yahoo
Work Experience
Senior Marketing Director
Financial Services
Sally Lee's Professional Milestones
- Staff Accountant (2005-12-01~2011-03-01): Streamlined accounting processes, improving efficiency and accuracy for a smooth accounting business.
- Senior Marketing Director (2010-10-01~): Driving successful marketing campaigns that drive brand awareness and increase customer engagement.
Skill
Licensed Insurance Producer
Series 6
Series 63
General Securities Registered Representative
Securities
Financial Advisory
Finance
Finra
Financial Planners
Retirement Planning
Life Insurance
Alternative Investments
Term Life Insurance
Investments
Strategic Financial Planning
Insurance
Portfolio Management
Marketing
Employee Benefits
Certification
Colleagues
Other Named Sally Lee
Frequently asked questions
We found 3 Sally Lee's email addresses
We found 1 Sally Lee's phone numbers
Sally Lee's social media include: Linkedin,
Sally Lee works for World Financial Group (WFG)
Sally Lee's role in World Financial Group (WFG) is Senior Marketing Director
Sally Lee works in the industry of Financial Services
Sally Lee's colleagues are Akshay PALTA,Kendall Peeks,Cristobal Vega
Sally Lee's latest job experience is Senior Marketing Director at World Financial Group (WFG)