Susan Lee
Portfolio Administrator at Ingalls & Snyder- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
New York, New York, United States, US
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Credentials
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Series 7, Series 63
FINRA (Financial Industry Regulatory Authority)
Experience
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Ingalls & Snyder
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Investment Management
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1 - 100 Employee
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Portfolio Administrator
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Jun 2018 - Present
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Tocqueville Asset Management
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Investment Management
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1 - 100 Employee
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Portfolio Administrator
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Jun 2014 - Jun 2018
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Operations Manager
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Oct 2012 - Jun 2014
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Operations Specialist
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Aug 2009 - Oct 2012
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Bridgehampton Capital Management LLC
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Financial Services
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1 - 100 Employee
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Operations Assistant
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Sep 2006 - Jul 2009
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Education
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1996 - 2000
College of Charleston
BA, Arts Management
Community
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