Paul Lee's Email & Phone Number
Forbes Best-in-Illinois Wealth Advisor 2019, 2020, 2021, 2022 | Senior Vice President - Wealth Management
Paul Lee Email Addresses
Paul Lee Phone Numbers
Paul Lee's Work Experience
UBS Financial Services
Director | Wealth Advisor | Endowment & Foundation Consultant | Retirement Plan Consultant
February 2009 to Present
Board of Trustees | Presbyterian Foundation
October 2008 to October 2018
Merrill Lynch Global Wealth Management
Senior Resident Director | First Vice President - Investments
August 1993 to January 2009
RSM US LLP ( Acquired AM&G: Altschuler, Melvoin, & Glasser)
Certified Public Accountant
September 1990 to July 1993
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Paul Lee's Education
Yale School of Management
January 2019 to January 2019
University of Illinois at Urbana-Champaign
January 1992 to January 1992
Niles North High School District 219
January 1982 to January 1986
Indiana University - Kelley School of Business
January 1986 to January 1990
DePaul University - Charles H. Kellstadt Graduate School of Business
College for Financial Planning
January 2006 to January 2010
University of Pittsburgh - Joseph M. Katz Graduate School of Business
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Frequently Asked Questions about Paul Lee
What is Paul Lee email address?
Email Paul Lee at [email protected], [email protected] and [email protected]. This email is the most updated Paul Lee's email found in 2024.
What is Paul Lee phone number?
Paul Lee phone number is 847-277-2133.
How to contact Paul Lee?
To contact Paul Lee send an email to [email protected], [email protected] or [email protected]. If you want to call Paul Lee try calling on 847-277-2133.
What company does Paul Lee work for?
Paul Lee works for UBS Financial Services
What is Paul Lee's role at UBS Financial Services?
Paul Lee is Director | Wealth Advisor | Endowment & Foundation Consultant | Retirement Plan Consultant
What industry does Paul Lee work in?
Paul Lee works in the Financial Services industry.
Paul Lee's Professional Skills Radar Chart
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Paul Lee's Estimated Salary Range
Paul Lee Email Addresses
Paul Lee Phone Numbers
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Paul Lee's Personality Type
Extraversion (E), Sensing (S), Feeling (F), Judging (J)
Average Tenure
2 year(s), 0 month(s)
Paul Lee's Willingness to Change Jobs
Unlikely
Likely
Open to opportunity?
There's 70% chance that Paul Lee is seeking for new opportunities
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Paul Lee's Social Media Links
/in/pelee www.ubs.com