Samuel Lee

VP, Retirement Plan Client Advisor with JPMorgan Asset Management

Role
VP, Retirement Plan Client Advisor at J.P. Morgan Asset Management
Location
Dallas, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. VP, Retirement Plan Client Advisor

    J.P. Morgan Asset Management

    May 2025 — Present

Education

  • University of Connecticut School of Business

    MBA, Finance & Management Consulting

    2006 — 2008

  • University of Connecticut

    Bachelors, Economics

    1999 — 2003

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Samuel Lee — VP, Retirement Plan Client Advisor at J.P. Morgan Asset Management in Dallas, TX, US | Unifers