👤 Personal Information
Full Namelee fotsch
GenderMale
Locationcheyenne, wyoming (united states)
Birth Year—
💼 Professional Details
Job Titlefinancial advisor
Industryfinancial services
Experience16 years
SummaryAfter receiving a Bachelor of Arts Degree in English from Worcester State University, Lee spent a few years gaining valuable experience within the financial industry. In addition to this, he also gained sales experience while working for a large credit union and several mortgage companies for 17 years before obtaining his securities and insurance licenses and joining Waddell & Reed has a Financial Advisor in 2012.
Lee has already won three sales production awards issued by Waddell & Reed, the Superstarter Bronze and Gold in 2012 and Pacesetter in 2013. Lee is proud of these achievements and the work he does as a Financial Advisor; helping his clients develop investment and financial plans as they pursue their financial goals.
🛠 Skills
customer service
finance
financial planning
financial services