Aidan Lee
Operations Specialist, Personal Financial Services @Lebel & Harriman Retirement Advisors
Cape Elizabeth, ME, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Oct 2024 — Present
Operations Specialist, Personal Financial Services @Lebel & Harriman Retirement Advisors
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Falmouth, ME, US
Proficiently generating new account paperwork and fulfilling service requests for the investment, insurance, and financial planning clients. Effectively working with clients to deliver top-notch customer service.
EDUCATION
2020 — 2024
Florida Southern College
Bachelor of Science - BS, Finance
ABOUT AIDAN LEE
Currently an Operations Specialist at Lebel & Harriman Retirement Advisors in Falmouth…
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