Jessica Lee
Manager, Porfolio Position and Transaction Analysis @Fidelity Charitable
Raleigh-Durham-Chapel Hill, NC, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Aug 2021 — Present
Manager, Porfolio Position and Transaction Analysis @Fidelity Charitable
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Raleigh-Durham-Chapel Hill, NC, US
EDUCATION
2018 — 2018
Wake Technical Community College
Business Intelligence Certificate, Business Analytics
N/A
Colgate University
BA, Mathematics
N/A
NYU Stern School of Business
MBA, Finance
SKILLS
Financial AnalysisMicrosoft AccessCustomer ServiceIncome TaxMicrosoft ExcelMicrosoft OfficeTax PreparationAsset ManagementAuditingFinancial ReportingMutual FundsInvestmentsFinancial AccountingFinancial ServicesBusiness PlanningFinancial AdvisorySecuritiesPublic SpeakingCustomer Relationship Management (Crm)
ABOUT JESSICA LEE
MBA, CPA who is adaptable professional with experience in the financial industry for…
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