Ben S. Shae
Director of Operations & Client Service at Lee Financial
- Role
- Director of Operations and Client Service at Lee Financial
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
About Ben S. Shae
Ben joined Lee Financial in 2009. As a part of the Capital Strategy Team, Ben maintains an essential role in the development and implementation of a client’s financial plan. Prior to joining Lee Financial, Ben was an Associate Planner with Quest Capital Management in Dallas, Texas, where he was as a key member of a team that provided wealth management services to corporate executives and real estate developers. Ben is a graduate of Texas Tech University where he received a Bachelors of Science degree in Personal Financial Planning and holds a Series 65 Investment Advisor License. Ben is active in the Financial Planning Association and the Texas Tech Alumni Association, as well as lending a hand to various local philanthropic organizations. He is also a supporter of various local charitable organizations and has spent an extended period of time traveling the world, including South Korea, New Zealand, Australia, Thailand, Laos, Cambodia, Vietnam and more.
Experience
Director of Operations and Client Service
Jul 2017 — Present · Dallas, TX, US
Education
Texas Tech University
Bachelor of Science, Personal Financial Planning
Skills
- Wealth Management
- Personal Financial Planning
- Investment Advisory
- Relationship Management
- Business Operations
- Project Management
- International Travel
- Marketing
- Strategic Planning
- Series 65
- Financial Planning
- Business Strategy
- Business Analysis
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