Ben S. Shae, CFP®

Director of Operations and Client Service at Lee Financial Corporation
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Dallas-Fort Worth Metroplex
Skills

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Certified Financial Planner™ certification
    CFP Board

Experience

  • Lee Financial
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Director of Operations and Client Service
      • Jul 2017 - Present

    • Financial Planner
      • May 2015 - Present

    • Associate Financial Planner
      • Feb 2012 - Present

    • Capital Analyst
      • Dec 2009 - Mar 2012

  • Quest Capital Management
    • Associate Planner
      • May 2007 - Jul 2008

Education

  • Texas Tech University
    Bachelor of Science

Community

You need to have a working account to view this content. Click here to join now