Jessica Lee
Financial Services Professional | Financial Business Analyst | MBA
- Role
- Manager, Porfolio Position and Transaction Analysis at Fidelity Charitable
- Location
- Raleigh-Durham-Chapel Hill, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Jessica Lee
MBA, CPA who is adaptable professional with experience in the financial industry for…
Experience
Manager, Porfolio Position and Transaction Analysis
Aug 2021 — Present · Raleigh-Durham-Chapel Hill, NC, US
Education
Wake Technical Community College
Business Intelligence Certificate, Business Analytics
2018 — 2018
Colgate University
BA, Mathematics
NYU Stern School of Business
MBA, Finance
Skills
- Financial Analysis
- Microsoft Access
- Customer Service
- Income Tax
- Microsoft Excel
- Microsoft Office
- Tax Preparation
- Asset Management
- Auditing
- Financial Reporting
- Mutual Funds
- Investments
- Financial Accounting
- Financial Services
- Business Planning
- Financial Advisory
- Securities
- Public Speaking
- Customer Relationship Management (Crm)
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