Peter (Yu Hsiu) Lee
About Peter (Yu Hsiu) Lee
Peter (Yu Hsiu) Lee is a Retail Trading Specialist at TD Ameritrade with a background in financial services, sales, and customer success management.
Current Position at TD Ameritrade
Peter Lee currently holds the position of Retail Trading Specialist at TD Ameritrade. He has been in this role since 2021 and is based in Chicago, Illinois, United States. In this capacity, Peter is responsible for providing expertise in retail trading, potentially helping clients with their investment strategies and facilitating trades.
Previous Role at TD Ameritrade
Before becoming a Retail Trading Specialist, Peter Lee served as a Financial Services Representative at TD Ameritrade. His tenure in this role lasted from 2020 to 2021, totaling 10 months. He worked out of St. Louis, Missouri, and was likely involved in client services, focusing on account management and customer support in financial products.
Sales and Operations Internship at Goodman Manufacturing
In 2019, Peter participated in a Sales and Operations internship at Goodman Manufacturing. This three-month internship took place in City Of Industry, California. During his time there, Peter likely gained experience in operational processes and sales strategies, contributing to his foundational understanding of supply chain management.
Education and Academic Background
Peter Lee studied at New York University and graduated with a Bachelor of Arts in Economics in 2020. His academic tenure began in 2016 and spanned four years. Prior to that, he attended University High School from 2012 to 2016. His educational background in economics provided him with critical analytical and quantitative skills essential for his career in financial services.
Early Career Roles
Peter Lee's early career involved various roles that built his versatility and customer service skills. He worked as a Customer Success Manager at Blix from 2019 to 2020 in New York, New York, and as a Team Corps Member at Jumpstart for three months in 2017, also in New York. Additionally, he held a position as Shift Lead at Meet Fresh from 2015 to 2018 in Irvine, California. These roles helped Peter develop client management and team leadership capabilities.