Anne Lee

About

Financial Services professional with experience in banking, insurance and retirement planning. Expertise in product management, client management, strategic planning, project management, operations management and life and health insurance sales.

Experience

• Vice President, Senior Product Manager - Savings and Money Market at BMO U.S.
  Sep 2023 - Present · 2 yrs 11 mos

• Vice President, Consumer Checking Senior Product Manager at Bank of the West
  Sep 2020 - Sep 2023 · 3 yrs 1 mo

• Arola Associates Financial and Insurance Agency (Pleasanton, CA)
  • Licensed Associate
    Jan 2020 - Sep 2020 · 9 mos

  • Marketing and Client Services Manager
    Jan 2017 - Jan 2020 · 3 yrs 1 mo

• Life and Health Insurance Agent at Anne Lee Insurance Agency
  Jun 2009 - Sep 2020 · 11 yrs 4 mos

• Agency Producer, Daphne Lau Insurance Agency at Farmers Insurance
  Sep 2007 - Jun 2009 · 1 yr 10 mos