Jay Lee, CFA, CFP®
Founder and Financial Planner at Ballaster Financial LLC- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
-
Korean -
Topline Score
Bio
Richard Korab,MS, PMP,CSM,SAfe®5 Agilest, SM,PO/PM
Jay is an up and coming Project Manager who has both excellent people and soft skills that will make him an asset to any company. Jay will go the extra mile to keep the project moving forward. I enjoyed working with Jay and look forward to working with him again.
Richard Korab,MS, PMP,CSM,SAfe®5 Agilest, SM,PO/PM
Jay is an up and coming Project Manager who has both excellent people and soft skills that will make him an asset to any company. Jay will go the extra mile to keep the project moving forward. I enjoyed working with Jay and look forward to working with him again.
Richard Korab,MS, PMP,CSM,SAfe®5 Agilest, SM,PO/PM
Jay is an up and coming Project Manager who has both excellent people and soft skills that will make him an asset to any company. Jay will go the extra mile to keep the project moving forward. I enjoyed working with Jay and look forward to working with him again.
Richard Korab,MS, PMP,CSM,SAfe®5 Agilest, SM,PO/PM
Jay is an up and coming Project Manager who has both excellent people and soft skills that will make him an asset to any company. Jay will go the extra mile to keep the project moving forward. I enjoyed working with Jay and look forward to working with him again.
Credentials
-
Certified Financial Planner
CFP BoardFeb, 2016- Nov, 2024 -
Chartered Financial Analyst
CFA InstituteJun, 2014- Nov, 2024 -
Series 63
-Mar, 2014- Nov, 2024 -
Series 7
-Jan, 2014- Nov, 2024
Experience
-
Ballaster Financial LLC
-
United States
-
Financial Services
-
1 - 100 Employee
-
Founder and Financial Planner
-
Nov 2021 - Present
-
-
-
Cerity Partners
-
United States
-
Financial Services
-
400 - 500 Employee
-
Wealth Manager
-
Mar 2021 - Sep 2021
-
-
-
UBS
-
Switzerland
-
Financial Services
-
700 & Above Employee
-
Private Markets Strategist
-
Sep 2018 - Mar 2021
-
-
Director-Portfolio Strategist
-
Feb 2015 - Sep 2018
-
-
-
Neuberger Berman
-
United States
-
Financial Services
-
700 & Above Employee
-
Equity Research Associate Analyst
-
Jun 2010 - Feb 2015
Equity Research - Industrials
-
-
IT Project Manager
-
Jun 2006 - May 2010
-
-
-
Bloomberg
-
United States
-
Financial Services
-
700 & Above Employee
-
Intern
-
Dec 2004 - Jan 2005
-
-
-
-
Intern
-
Jun 2004 - Aug 2004
-
-
-
Morgan Stanley
-
United States
-
Financial Services
-
700 & Above Employee
-
Intern
-
Jun 2004 - Aug 2004
-
-
Education
-
2001 - 2005
Rensselaer Polytechnic Institute
B.S, Computer Engineering, Economics
Community
