Mackenzie Lee
About Mackenzie Lee
Mackenzie Lee is a Senior Onboarding Project Manager currently at VISTRA, with a background in financial services and client onboarding. She has held various roles in the industry, including positions at McAdam Financially Advanced™, ING Financial Partners, and John Hancock Financial Services.
Current Role at VISTRA
Mackenzie Lee serves as the Senior Onboarding Project Manager at VISTRA, a position she has held since 2021. In this role, she is responsible for overseeing the onboarding process for clients, ensuring a smooth transition and integration into the company's services. Her experience in client onboarding and project management contributes to the efficiency and effectiveness of the onboarding team.
Previous Experience at VISTRA
Prior to her current role, Mackenzie Lee worked at VISTRA as a Client Onboarding Specialist for five months in 2019. During this time, she focused on facilitating the onboarding process for new clients, enhancing their experience and ensuring compliance with company standards. Her tenure at VISTRA has provided her with a comprehensive understanding of client needs and operational procedures.
Career Background in Financial Services
Mackenzie Lee has extensive experience in the financial services industry. She worked as a Financial Advisor at McAdam Financially Advanced™ from 2014 to 2016 and as an Investment Advisor Representative at ING Financial Partners from 2012 to 2014. Additionally, she served as a Senior Sales Coordinator at John Hancock Financial Services from 2016 to 2017, and as a Client Onboarding Specialist at Radius | Global Growth Experts from 2017 to 2019.
Education and Qualifications
Mackenzie Lee earned her Bachelor of Science (BS) degree in Finance from Providence College, where she studied from 2008 to 2012. This educational background has equipped her with the foundational knowledge necessary for her roles in financial advising and client onboarding within the financial services sector.