Rosa Lee, CFP®

Experience

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  Elkins Kalt Weintraub Reuben Gartside, LLP

  Aug 2010 - Apr 2013

  Legal Assistant
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  Clark & Trevithick

  Apr 2013 - Apr 2014

  Legal Assistant Paralegal
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  Lamb & Kawakami LLP

  Apr 2014 - May 2017

  Paralegal
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  Whittier Trust Company

  May 2017 - Apr 2022

  • Assistant Vice President, Client Advisor

    Jan 2022 - Apr 2022

  • Officer, Client Advisor

    May 2017 - Dec 2021
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  Bessemer Trust

  Apr 2022 - Sept 2023

  Vice President, Client Advisor
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  J.P. Morgan Private Bank

  Oct 2023 - Nov 2024

  Vice President, Banker

  J.P. Morgan Private Bank offers brokerage & advisory investment products and services through J.P. Morgan Securities LLC (“JPMS”), member FINRA & SIPC. Bank products and services, including bank managed investments & custody as part of its trust and fiduciary services, are offered by JPMorgan Chase Bank, N.A. and its affiliates (collectively “JPMCB”). Annuities & insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. (JPM). INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT ● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUE Opinions and comments may not reflect those of JPM or its affiliates. Content is intended for US residents, and should not be considered a recommendation or endorsement by JPM for any product, service or strategy. JPM does not provide tax or legal advice, and will not accept orders via messaging systems. JPM is not responsible for third-party posted content. Experience, skills or awards are not indications of future results. Additional disclosure/terms: https://am.jpmorgan.com/private-bank/public/gl/en/important-information-sm . Show less

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  Northern Trust Wealth Management

  Nov 2024 - now

  Vice President, Senior Relationship Advisor