Sarah Lee
VP Dir Client Experience @Holcombe Financial, Inc
Atlanta, GA, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jan 2023 — Present
VP Dir Client Experience @Holcombe Financial, Inc
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Atlanta, GA, US
EDUCATION
1997 — 2001
Marshall University
Bachelor of Business Administration
SKILLS
Wealth ManagementStrategic Financial PlanningAsset AllocationBankingMutual FundsRisk ManagementFinancial AnalysisAsset ManagementSeries 7InvestmentsPortfolio ManagementFinanceSecuritiesEstate PlanningInvestment ManagementRetirement PlanningFinancial ServicesFinancial Planning
ABOUT SARAH LEE
Holcombe Financial, Inc.
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