Lee Johnson
About Lee Johnson
Lee Johnson is a Salesforce Program Manager at Victory Capital, where he has worked since 2019. He has extensive experience in the financial services industry, having held various roles at USAA and Morgan Stanley over a career spanning more than two decades.
Work at Victory Capital
Lee Johnson has been serving as a Salesforce Program Manager at Victory Capital since 2019. In this role, he is responsible for overseeing Salesforce implementations and ensuring that the platform meets the needs of the organization. His work contributes to the optimization of customer relationship management processes within the company. Victory Capital is located in the San Antonio, Texas Area, where Johnson continues to apply his expertise in program management.
Previous Experience at USAA
Before joining Victory Capital, Lee Johnson worked at USAA for a total of seven years across various roles. He began as a Sales Financial Advisor from 2008 to 2010, where he provided financial guidance to clients. He then transitioned to a Wealth Management Specialist from 2010 to 2017, focusing on investment strategies. Afterward, he served as a Business Application Analyst from 2017 to 2019, where he worked on improving business applications and processes.
Experience at Morgan Stanley
Lee Johnson has a history of working at Morgan Stanley in multiple capacities. He started as a Sales Assistant from 2001 to 2003, supporting sales operations. He later advanced to the role of Operations Manager from 2003 to 2005, where he managed operational processes. He also served as a Senior Registered Client Service Associate from 2006 to 2007, providing client support and service.
Education and Expertise
Lee Johnson's educational background and expertise are centered around financial services and program management. His experience in various roles within financial institutions has equipped him with a comprehensive understanding of wealth management, client services, and business applications. His current position as a Salesforce Program Manager reflects his skills in managing technology solutions to enhance business operations.