Lee Rosen
About Lee Rosen
Lee Rosen is a Client Success Manager at Drips and COO at Black Sky Creative, with extensive experience in personal banking, investment banking, and investment analysis.
Professional Titles and Roles
Lee Rosen currently holds the position of Client Success Manager at Drips, a role he started in January 2019. Additionally, he serves as the COO of Black Sky Creative, beginning in 2017. His previous roles include Wells Managed Portfolio Specialist and Assistant Vice President at Wells Fargo, and Personal Banker at Citi in Los Angeles.
Client Success Manager at Drips
Since 2019, Lee Rosen has been the Client Success Manager at Drips. In this role, he focuses on managing client relationships and ensuring customer satisfaction. His responsibilities include overseeing client communications and facilitating successful project implementations, contributing to the company's reputation for excellence in service delivery.
COO at Black Sky Creative
Lee Rosen has been serving as the COO of Black Sky Creative since 2017. In this capacity, he is responsible for the operational leadership of the company, overseeing the day-to-day operations and strategic initiatives. His role involves collaboration across departments to ensure operational efficiency and organizational growth.
Educational Background
Lee Rosen has an extensive educational background in finance. He holds an MBA in Finance from the University of California, Irvine - The Paul Merage School of Business, which he earned from 2012 to 2014. Prior to that, he completed his BS in Finance from the University of Arizona, Eller College of Management, from 2001 to 2005.
Experience in Financial Services
Lee Rosen has a rich history of working in the financial services industry. He worked at Wells Fargo as a Wells Managed Portfolio Specialist and Assistant Vice President for five years in Long Beach, CA. He also has experience as a Personal Banker at Citi in Los Angeles, CA, where he worked for six years. Additionally, he interned at Merrill Lynch in Global Wealth Management and at Digital Offering LLC as a Research Analyst.