Lee Andreatta

Lee Andreatta Work

Chief Executive Officer

@ Advyzon Investment Management, LLC. (AIM)

Senior Relationship Manager, Strategic Business Development

@ Charles Schwab

Senior Vice President, Business Development Officer and Customer Success

@ Optavia

Lee Andreatta Education

2014 - 2016 Master of Business Administration (MBA)

University of Notre Dame - Mendoza College of Business
1994 - 1997 Bachelor of Science (B.S.) in Finance and Banking

Buena Vista University

Lee Andreatta Skills

Alternative InvestmentsLeadershipSeries 63Financial AdvisoryCustomer Relationship Management CrmBankingConsultingFixed IncomeInsuranceRetirement PlanningSalesPortfolio ManagementCapital MarketsInvestmentsRelationship ManagementBusiness DevelopmentFinanceAsset AllocationInvestment AdvisoryStrategic PlanningStrategyFinancial ServicesAsset ManagmentWealth ManagementEquitiesMutual FundsFINRAInvestment StrategiesMorningstar DirectNew Business DevelopmentAsset ManagementManagementETFsMarketing StrategyCRMSeries 7Investment ManagementCustomer Relationship Management

Lee Andreatta Contact Information

Work email●●●●●●●●@company.com

Personal email●●●●●●●●@gmail.com

Phone+● ●●● ●●● ●●●●

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What company does Lee Andreatta work for?

Lee Andreatta currently works at Advyzon Investment Management, LLC. (AIM).

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Lee Andreatta's primary industry can often be inferred from their work experience and skills listed on this profile.

Where is Lee Andreatta located?

Lee Andreatta is based in or around Chicago, IL, US.

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