Emily Lee
Vice President, Business Development, Impax Asset Management
- Role
- Vice President, Business Development at Impax Asset Management
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Emily Lee
Versatile, dedicated professional offering an exceptional record of proven sales and relationship building skills. Results oriented, providing progressive background in surpassing goals, attaining corporate objectives, and exceeding customer expectations in highly competitive industries. Extensive experience in project management, proposal marketing, and acquiring new business with proven ability to identify and capture market opportunities to accelerate expansion, and increase revenues. Passionate individual contributor and enthusiastic team player. Emphasis on communicating the power and impact of Sustainable Investing. An investment in the funds involves risk, including loss of principal. You should consider Pax World Funds\' investment objectives, risks, charges and expenses carefully before investing. For this and other important information, please obtain a fund prospectus by calling 80••••••29 or visiting impaxam.com. Please read it carefully before investing. Distributed by Foreside Financial Services, LLC. Emily Lee is a registered representative of Foreside Financial Services, LLC.
Experience
Vice President, Business Development
Aug 2019 — Present · San Francisco, CA, US
Building relationships with Financial Advisors including Family Offices, RIAs, Wirehouses, and Independents working to include Sustainable Investing in their practices. Being a local resource as a product and Sustainable Investing specialist and working with advisors presenting at seminars and sharing practice management ideas.
Education
Willamette University
BA
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