Jamie Lee
About Jamie Lee
Jamie Lee is the Managing Director at Transamerica, a position he has held since 2023. With a diverse background in sales and management, he has accumulated extensive experience in the financial services industry over two decades.
Work at Transamerica
Jamie Lee has been serving as the Managing Director at Transamerica since 2023. In this role, Lee oversees various operations and strategic initiatives within the organization. Prior to this position, Lee held multiple roles within Transamerica Agency Network, Inc., including Associate Sales Director and Insurance Advisor. This extensive experience within the company has contributed to a deep understanding of its operations and goals.
Education and Expertise
Jamie Lee holds a Bachelor of Science (BS) degree in Marketing and Finance from DePaul University. This educational background provides a foundation in both marketing strategies and financial principles, which are essential in the financial services industry. Lee's expertise is further demonstrated through various roles in sales and management across different organizations.
Background
Jamie Lee's professional journey began in the financial services sector, with early experience as a Fee-Based Financial Planner at New England Financial from 1999 to 2003. Lee then transitioned to Crump Insurance as a Regional Sales Director for one year before moving into roles at Cancer Treatment Centers of America® and subsequently at Transamerica Agency Network, Inc. Lee has held various positions, including Sales Manager and District Manager at Kemper, showcasing a diverse career in sales and management.
Career Progression
Jamie Lee's career includes significant roles in sales and management across multiple organizations. After starting as a Regional Sales Director at Crump Insurance, Lee worked at Cancer Treatment Centers of America® as an Inside Medical Sales Representative. Following this, Lee joined Transamerica Agency Network, Inc., where Lee held positions as Insurance Advisor and Associate Sales Director. Lee later served as Sales Manager and District Manager at Kemper before returning to Transamerica as Managing Director.