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Brian Lee, CFA

452 followers

Los Angeles, California, United States

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Timeline
About me
Senior Associate at Payden & Rygel
Education
- Punahou School
  1999 - 2011
  Activities and Societies: Golf Team, Band, Choir
- University of Hawaii at Manoa
  2011 - 2015
  Bachelor of Business Administration (BBA) Finance, General
  Activities and Societies: Mens Golf Team
Experience
- Northwestern Mutual
  May 2014 - Oct 2014
  - Financial Advisor
    May 2014 - Oct 2014
  - Financial Advisor
    May 2014 - Oct 2014
- Bank of Hawaii
  Aug 2015 - Oct 2015
  Security Specialist
  Asset Transfer Team
- Faris Lee Investments
  Mar 2016 - Dec 2016
  Analyst
- ValueRock Realty Partners
  Dec 2016 - Aug 2020
  Finance and Due Diligence Associate
- Payden & Rygel
  Aug 2020 - now
  Corporate Portfolio Architect
Licenses & Certifications
- Life and Health Insurance
Volunteer Experience
- Teaching Assistant
  Issued by Stevenson Middle School
  Associated with Brian Lee, CFA