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USER PROFILE
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Bo Lee
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Location: Seattle, WA
Title: Financial Advisor
Company/Organization: Citigroup/Smith Barney
Birth Date: Dec 08
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About My Job...
I work as a Financial Advisor within a Private Wealth Management Team at Citigroup Family Office/Smith Barney in Seattle.
My team has own various industry awards within the past few years. We were awarded as one of the Top 100 Advisor by Worth magazine in 2005 & 2006, Top 25 Wealth Advisor by Washington CEO magazine in 2005 & Top Wealth Advisor by Seattle magazine in 2007.
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My Education and Degrees...
BA in Economics University of Washington
Minor Art History
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Member of These Organizations...
Association of Professional Investment Consultants - Member
Make the Dash Count Foundation - Advisory Board Member
Frye Art Museum - Gallery Guide
American Cancer Society - Good Times Ambassador/Committee Member
Academy of Finance - Board Memeber
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Comment Board
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