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Ronaldo Lee
Risk Manager at Copperwood Financial
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Work Experience
Risk Manager
May 2011 - Present · 13 years and 7 months
Analyst
May 2008 - Mar 2011 · 2 years and 10 months
Analyst
Jul 2007 - Feb 2008 · 7 months
Company Details
2-10 Employees
As a Financial Advisor with over 20 years of industry experience, Pai eases his client’s financial anxieties by streamlining their short-term and long-term goals. His expertise is in retirement planning for 401k rollover retirees, but his knowledge also encompasses Market Navigation, Investment Asset Analysis, & Wealth Transfer Strategies.
Year Founded
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Social Media
Linkedin
Industry
Financial Services
HQ Location
McClintock Rd Burr Ridge , Illinois 60447, US
Keywords
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