Audrey Lee-Gulotty
Financial Services Professional @Thoroughbred Advisors
Albany, NY, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jun 2024 — Present
Financial Services Professional @Thoroughbred Advisors
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Albany, NY, US
I specialize in providing tailored financial strategies that empower clients to achieve their long-term financial goals. My focus includes retirement savings strategies, risk mitigation, and tax efficiencies, ensuring a comprehensive approach to financial well-being. I pride myself on delivering exceptional client satisfaction and fostering lasting relationships.
EDUCATION
1989 — 1993
Syracuse University - Martin J. Whitman School of Management
BS
SKILLS
Marketing ResearchProduct ManagementCreative Problem SolvingProduct DevelopmentCustomer Relationship Management (Crm)ManagementDriving ResultsProject ManagementLeadershipProduct LaunchCustomer ServiceCustomer AcquisitionProduct MarketingOperations ManagementDirect MarketingMarketing CommunicationsCross-Functional Team LeadershipMarketing StrategyNegotiationOnline MarketingCustomer ExperienceCollaborative LeadershipMarketing
ABOUT AUDREY LEE-GULOTTY
I partner with clients to develop personalized financial strategies that support…
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