Hyman Lee
Advisor Technology • Army Veteran • AAMS®, MBA, CRPC®
- Role
- AVP, Advisor Technology, Digital Solutions at Osaic
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Hyman Lee
After serving in my military career, I transitioned over to the financial services industry. Today, I\'ve been proudly serving our clients and stakeholders in the wealth management and financial services space for over 13 years.Adaptable and personable – I have a high aptitude for understanding new platforms/data and embracing servant leadership toward my teams. I have a background in business technology management and understanding complex systems and integrations. I\'m known for taking on simultaneous challenges both from a community and professional perspective. I have strong relationship skills, enterprise thinking, and an affinity for continued education and community involvement.As a synopsis of my background –At Osaic Wealth, I\'m responsible for our wealth reporting and performance platform, our integrated tools, and the data ecosystem around it. Prior to joining Osaic, I had progressively responsible roles within Lincoln Financial Group and the U.S. Army. Between my military service and corporate leadership roles, I\'ve proven to be flexible – holding positions in a range of business functions and locations. Earlier in my career, I was deployed to Iraq in 2008 to assist with reconciliation and reconstruction efforts. I\'m proud of leading a team in implementing a country-wide intelligence system, trained Iraqi and American units, and worked on a central information database.Series 7 and Series 66AAMS® and CRPC®
Experience
AVP, Advisor Technology, Digital Solutions
May 2024 — Present · Philadelphia, PA, US
Osaic (formerly Advisor Group) is one of the nation\'s largest providers of wealth management solutions – with financial professionals, 4 million+ clients, and $700+ billion in AUA
Education
United States Army Schools & Centers
Noncommissioned Officer Professional Development System, Primary Leadership Development Course (PLDC)
2006 — 2006
Fox School of Business at Temple University
MBA - Master of Business Administration, Strategic Management
Temple University
Bachelor of Business Administration, Dual Majors: Finance and Economics
Skills
- Military
- Finance
- Economics
- Army
- Military Experience
- Financial Analysis
- Investments
- Retirement Planning
- Corporate Finance
- Chinese
- Series 7
- Series 66
- Insurance
- Wealth Management
- Crpc
- Data Aggregation
- Performance Measurement
- Data Analysis
- Aams
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