Ronald Lee

As the Client Relationship Specialist, Ron uses his vast experience in the Financial Services industry to ensure each clients unique expectations are met. He also ensures that client information is maintained in a manner compliant with Osaic policies and FINRA regulatory requirements.

Ron has been in the Financial Services industry since 1995. He has held Service, Training, Analytical and Management roles in multiple organizations, including the home office of Osaic.

Ron earned a BS in Technology Development & Management with a focus in Data Analytics. He has an MBA, Six-Sigma Blackbelt and holds the FINRA Series 7 license.