J.Y. Lee
About J.Y. Lee
J.Y. Lee is a Financial Planning Specialist at Transamerica, where he has worked since 2017 in Overland Park, Kansas. He holds a Bachelor's degree and an M.B.A. from Hawaii Pacific University.
Work at Transamerica
J.Y. Lee has been employed at Transamerica since 2017, serving as a Financial Planning Specialist. In this role, Lee provides financial planning services to clients, helping them to achieve their financial goals. The position is based in Overland Park, Kansas, where Lee has contributed to the company's mission of delivering financial solutions and guidance.
Education and Expertise
J.Y. Lee holds a Bachelor's degree and a Master of Business Administration (M.B.A.) from Hawaii Pacific University. This educational background provides a solid foundation in financial principles and business management, which supports Lee's expertise in financial planning and advisory services.
Background
J.Y. Lee's professional journey in financial planning began with a strong academic background from Hawaii Pacific University. The combination of a Bachelor's degree and an M.B.A. has equipped Lee with the necessary skills to navigate complex financial landscapes and offer tailored advice to clients.
Professional Experience
With seven years of experience as a Financial Planning Specialist at Transamerica, J.Y. Lee has developed a comprehensive understanding of financial strategies and client management. This experience allows Lee to effectively address diverse financial needs and provide informed recommendations to clients.