CoverProfile

Andrew Lee

Investment & Data Specialist

United Asset Strategies Inc

United States, New York, New York

About Me

Andrew joined United Asset Strategies in 2022 after graduating from CUNY Brooklyn College with a B.B.A. in Leadership and Human Resources Management. As an Investment and Operations analyst, Andrew assists in the maintenance and reconciliation of company software along with supporting United's day to day operations.

Profile Information

Investment & Data Specialist

United Asset Strategies Inc

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

New York

New York

United States

Jan 14, 2025

More profiles to browse

MR
Michael Riccardi
President
Profile Photo
Andy Selfors
Director, Portfolio Management & Fixed Income Trading
WL
Wei Lee
Director, Portfolio Management & Equity Research
JS
Jiorden Sanchez
Director, Portfolio Management & Investment Research

You Might Like

KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
PM
Prtima MISHRA1
Software Engineer
PA TEST