Jennifer Lee
JD, MBA, CAPM®
- Role
- Donor Ambassador at Moore
- Location
- Palm Beach Gardens, FL, US
- LinkedIn followers
- 500 followers
About Jennifer Lee
With a background as a transactional attorney, I specialize in translating complex estate planning and financial concepts into reports that financial advisors can use to better serve their clients. I collaborate with engineers and product teams to help design AI-driven estate modeling tools. I’m passionate about using technology to make estate and financial planning more accessible, empowering advisors to create greater impact.
Experience
Donor Ambassador
Jan 2024 — Present
Cultivate and steward portfolio of ~1,500 mid-level donors using multi-channel engagement.
Education
Nova Southeastern University Shepard Broad College of Law
Doctor of Law (J.D.)
Questrom School of Business, Boston University
Master of Business Administration - MBA, Business Administration and Management, General
2020
Florida Atlantic University
Bachelor of Arts, Cum Laude, Political Science Major, History Minor
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