Richie Lee
Directeur Général chez Lee Financial Co. LLC
Profil
Richard Rochester Lee is the founder and Chief Executive Officer of Lee Financial Co. LLC since 1975.
He is currently a member of the CFA Institute and the Financial Planning Association.
From 1984 to 2006, he served as the Director of Carreker Corp.
and was also the Treasurer of SpineMark Corp.
Mr. Lee holds an MBA from Southern Methodist University, which he received in 1978, and an undergraduate degree from The University of Texas at Austin, which he received in 1969.
Postes actifs de Richie Lee
| Sociétés | Poste | Début |
|---|---|---|
Lee Financial Co. LLC
 Lee Financial Co. LLC Investment ManagersFinance Lee Financial Corp. (LFC) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Richard R. Lee in 1975 and they are a subsidiary of LFC Holding Co. LFC offers personalized financial planning and investment management services to individuals and high net-worth individuals, trusts, estates, charitable organizations, private equity, 401(k) and defined benefit plans (investment selections only), and corporations or other business entities. | Directeur Général | 01/01/1975 |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Corporate Officer/Principal | - |
Financial Planning Association
 Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Corporate Officer/Principal | - |
Anciens postes connus de Richie Lee
| Sociétés | Poste | Fin |
|---|---|---|
Carreker Corp.
 Carreker Corp. Packaged SoftwareTechnology Services Carreker Corp. develops payments related software and consulting solutions to financial institutions and financial service providers. Its services include consulting, project management and software implementation. The company offers tools for fraud detection, payment systems, cash inventory management and cost reduction. The firm is located in Dallas, TX. | Directeur/Membre du Conseil | 13/07/2006 |
SpineMark Corp.
 SpineMark Corp. Medical/Nursing ServicesHealth Services SpineMark Corp. provides spine care services. It offers spine centers and clinical research management. for consumers, employers and third party payers. The company utilizes a national independent physicians association to pursue and negotiate contracts from employers, payers and workers. Its services also include research, education and participation in national contracts for spine care. SpineMark was founded in 2004 and is headquartered in San Diego, CA. | Treasurer | - |
Formation de Richie Lee
| Southern Methodist University | Masters Business Admin |
| The University of Texas at Austin | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Carreker Corp.
Carreker Corp. Packaged SoftwareTechnology Services Carreker Corp. develops payments related software and consulting solutions to financial institutions and financial service providers. Its services include consulting, project management and software implementation. The company offers tools for fraud detection, payment systems, cash inventory management and cost reduction. The firm is located in Dallas, TX. | Technology Services |
SpineMark Corp.
SpineMark Corp. Medical/Nursing ServicesHealth Services SpineMark Corp. provides spine care services. It offers spine centers and clinical research management. for consumers, employers and third party payers. The company utilizes a national independent physicians association to pursue and negotiate contracts from employers, payers and workers. Its services also include research, education and participation in national contracts for spine care. SpineMark was founded in 2004 and is headquartered in San Diego, CA. | Health Services |
Lee Financial Co. LLC
Lee Financial Co. LLC Investment ManagersFinance Lee Financial Corp. (LFC) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Richard R. Lee in 1975 and they are a subsidiary of LFC Holding Co. LFC offers personalized financial planning and investment management services to individuals and high net-worth individuals, trusts, estates, charitable organizations, private equity, 401(k) and defined benefit plans (investment selections only), and corporations or other business entities. | Finance |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Commercial Services |
Financial Planning Association
Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Commercial Services |
