Hannah Lee

Role
Associate Financial Representative at Plancentric Financial Group
Location
Charlotte, NC, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Hannah Lee

I’m a dedicated finance professional working in wealth management, where I support client…

Experience

  1. Associate Financial Representative

    Plancentric Financial Group

    May 2023 — Present

    Assisting advisors with initial analysis and creation of client deliverables.

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Hannah Lee — Associate Financial Representative at Plancentric Financial Group in Charlotte, NC, US | Unifers