David Lee

Senior Advisor

Our proven loan advisory and client support program has positioned us as a leader in loan and financial service training, with a strong presence across North America and expanding reach around the globe.

Personal Information

Skill

Business Management
Project Analysis

Know About me

David Lee was born in Berlin and received his early education at Trinity School. He graduated from the University of Munich in 1990. Shortly after, David was one of three graduates selected to participate in an exclusive pilot intern and registrar program at a newly founded finance company. Over the next three years, David gained invaluable hands-on experience, honing his skills in various areas of finance.

After completing his degree at West Virginia University Medical School, David Lee went on to complete a two-year fellowship focused on sports finance. During his training at Akron, he also worked as a team finance advisor for both the University of Akron and Walsh University, where he developed expertise in financial strategies for athletic programs and institutions.

Capabilities

  • Analyses the market & type of saving money
  • Invest money for your better future plan
  • You and I react the exact Business Management.
  • Get more Returns for your patience sacrificing

We professionally cultivate personalized, one-to-one customer service by bringing robust, forward-thinking ideas to every interaction.
We dynamically innovate our customer support approach through smart resource allocation and cutting-edge solutions — delivering state-of-the-art service that truly meets your needs.

Contact Me