Karen Lee, Aspen Standard Wealth | Find your best path for intro

Karen Lee

Consultant

🏢 Job Change

(3 months ago)

Aspen Standard Wealth

Your Organizational Collective Activity

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Last interaction was ** days ago.

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CRM Data

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Account Type*** *******

Account Owner******* ******

Account Opps/Deals

***** ***

Closed Won • Jan 25

***K $

Closed

Best path for intro

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Past Champion

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Colleague - Career Overlap

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Karens’ Career Overlaps

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Worked in execs roles at *** together from 2021-2024

**** ******

Worked in the same department at *** together from 2021-2024

Karens’ Past Experience

Aspen Standard Wealth
Consultant
Feb 25 - Present
Choreo
Chief Growth Officer
Sep 23- Oct 24
Mercer Advisors
Chief Business Solutions Officer
Feb 18- Aug 23

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