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Jason Lee

Intern

559 followers

Orange County, California, United States

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Timeline
About me
Wealth Advisor at Miramontes Capital
Education
- University of California, Irvine - The Paul Merage School of Business
  2014 - 2016
  Minor Statistics
- University of California, Irvine - The Paul Merage School of Business
  2012 - 2016
  Bachelor’s Degree Business Economics
Experience
- Elite Educational Institute
  Mar 2012 - Jul 2012
  Intern
- JobKoreaUSA
  Jan 2014 - Jun 2014
  Marketing & Business Development Associate
- Los Angeles Korean Festival Foundation
  Jun 2014 - Oct 2014
  Marketing & Event Coordinator
- American Interbanc Mortgage LLC
  Jun 2015 - Sept 2015
  Business Analyst
- Miramontes Capital
  Sept 2015 - now
  - Wealth Advisor
    Jan 2019 - now
  - Client Relationship Manager
    Jul 2016 - Jan 2019
  - Marketing Manager
    Sept 2015 - Jul 2016
Licenses & Certifications
- Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
  California Department of Insurance
- Series 66 - Uniform Combined State Law
  FINRA (Financial Industry Regulatory Authority)
- Series 7 - General Securities
  FINRA (Financial Industry Regulatory Authority)

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