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Franklin Lee

Franklin Lee

Configuration Management Specialist

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location of Franklin LeeManhattan Beach, California, United States

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  • Timeline

  • About me

    Director of Operations at Running Point Capital Advisors Registered Representative of The Leaders Group, Inc. Member FINRA/SIPC.

  • Education

    • American Flyers

      2007 - 2009
      Airline/Commercial/Professional Pilot and Flight Crew

    • Webster University

      2012 - 2015
      Master of Business Administration (MBA) Purchasing, Procurement/Acquisitions and Contracts Management

    • University of California, Riverside

      2004 - 2007
      Bachelor of Arts (B.A.)

  • Experience

    • BTAS, Inc.

      Nov 2010 - Feb 2015
      Configuration Management Specialist

      *Manage internal SMC SharePoint at SMC for SMC/ENP KM Office.*Provide CM documentation, including tracking, editing, and documenting for program controls like concepts of operation, requirements identification and documentation, documentation tree, preliminary and detailed system definition, system design reviews, performance monitoring tools, and production software.*Provide systems integration support, enter or update configuration tracking information in appropriate databases.*Setup and create production environments in SharePoint.*Facilitate access to intranet for personnel outside the network.*Train staff on website creation, permissions, webparts, and webpage design.*Provide technical support to end users. Show less

    • Parsons Corporation

      Mar 2015 - Jan 2016
      Senior System Analyst

      *KM system/tool research, recommendation and implementation guidance.*Provides technical training, guidance, and resource support for end users.*Performs as a project lead and directs systems analysts.*Setup and create production environments in SharePoint.*Provide technical support to end users.

    • Prudential Financial

      Feb 2016 - Dec 2018
      Financial Advisor at The Prudential Insurance Company of America

      • Completes fact-finding process to allow for thorough understanding of clients’ financial goals and needs• Develops customized ideas and solutions for each client• Specializes in helping clients meet their protection needs through a variety of insurance products

    • Retirement Wellness Group LLC

      Jan 2019 - Feb 2022
      Client Service Associate

    • Salient Wealth Planning Group

      Feb 2022 - Sept 2023
      Investment Analyst

      Franklin Lee is a registered representative of Lincoln Financial Advisors Corp., working in a support capacity. Securities and investment advisory services offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor. Salient Wealth Planning Group is not an affiliate of Lincoln Financial Advisors Corp. CRN-4758545-052422

    • Running Point

      Sept 2023 - now
      Director of Operations

  • Licenses & Certifications

    • Series 66

      NASAA
      Mar 2022

    • Series 7

      Financial Industry Regulatory Authority (FINRA)
      Jun 2016