Brian K. Lee
M.B.A. Cornell University – Johnson School of Management, Park Leadership Fellowship
B.S. in Management/Economics at
Carnegie Mellon University – Tepper School of Business
Registrations and Licenses:
FINRA Series 7 & 66 Licenses, Life Accident and Health Insurance Producer
Cornell Alumni Admissions Ambassador Network, CAAAN
Cornell 1865 Society
Carnegie Mellon Alumni Association
Brian K. Lee is a great asset to the Allied Wealth Partners team with his strong financial markets and risk management background joining us in January of 2016. With his knowledge, dedication, and involvement Brian is able to make a difference in people’s lives.
Previous to joining our team, Brian was very successful in his long career as a Fixed Income Corporate Bond/CDS trader at Wells Fargo (formerly Wachovia) and Citibank Capital Markets. Brian’s dedication led him to become one of the Leading Market Makers and maintained a highly profitable trading book. Brian holds his FINRA Series 7 & 66 licenses and is a licensed broker of life, health and accident insurance. He has also received recognition from the Cornell University’s Johnson School of Management as a Park Leadership Fellow, a full merit based scholarship and stipend fellowship for demonstrating outstanding leadership.
With a personal philosophy to “do unto others as you would have done to you” he takes on a career as a Wealth Managerr to ensure that his clients are given the advice that he would want given to himself.
Brian resides in Englewood Cliffs, New Jersey with his wife, two children and beloved dog. Brian is an avid player and follower of almost all sports. He is heavily involved in the community, serving as a Board Member of the Englewood Cliffs Little League and coaching Recreation boys and girls basketball and baseball. He loves to stay active through fitness and obstacle racing.
Brian is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.