Ron Lee
About Ron Lee
Ron Lee serves as the Vice President of Advanced Markets and Brokerage Field Relations at Mutual of Omaha, where he leads a team that provides planning solutions for business succession, estate transfer, and retirement wealth building. He holds professional designations including CLU® and ChFC®, and possesses multiple FINRA licenses, reflecting his expertise in securities and investment advisory services.
Current Role at Mutual of Omaha
Ron Lee serves as the Vice President of Advanced Markets and Brokerage Field Relations at Mutual of Omaha. In this role, he leads a team dedicated to providing planning solutions that focus on business succession, estate transfer, and wealth building for retirement. He has been with Mutual of Omaha since 2001 and has held various positions, including Advanced Markets Specialist and Director of Advanced Markets. His current position has been held since 2019.
Professional Designations and Licenses
Ron Lee holds several professional designations, including CLU® (Chartered Life Underwriter) and ChFC® (Chartered Financial Consultant). He also possesses FINRA Series 6, 7, 63, and 65 licenses, which demonstrate his expertise in securities and investment advisory services. These qualifications support his work in advanced markets and brokerage relations.
Educational Background
Ron Lee studied at the University of Nebraska at Omaha, where he earned a Bachelor of Arts degree in Political Science from 1986 to 1990. He furthered his education at Creighton University School of Law, obtaining a Juris Doctor degree from 1991 to 1994. His educational background provides a foundation for his roles in financial planning and legal aspects of advanced markets.
Career Progression at Mutual of Omaha
Ron Lee's career at Mutual of Omaha began in 2001 as an Advanced Markets Specialist. He held this position until 2004 before becoming the Director of Advanced Markets, a role he maintained for 15 years. In 2019, he transitioned to his current role as Vice President of Advanced Markets and Brokerage Field Relations, reflecting his growth and contributions to the organization.