Thomas Lee

Thomas Lee has a diverse work experience in the financial industry. Thomas is currently the Managing Director and Head of Business Development for the Americas at BITA, starting in March 2022. Prior to that, they worked at J.P. Morgan for nine years, starting in 2013. At J.P. Morgan, they held various roles including Executive Director and Head of Business Development, Vice President of Advisory Product Strategy, and Associate in Investments Product Management. Before joining J.P. Morgan, Thomas worked at New York Life Investments for six years, starting in 2006. At New York Life Investments, they held roles as a Senior Associate in Product Development, Internal Wholesaler, and Annuity Operations.

Thomas Lee graduated from The University of Kansas in 2006 with a Bachelor of Arts degree in Economics. In addition to their degree, they have obtained certifications as an Insurance Agent for Accident, Health, Life, Variable Life & Variable Annuities from NYS DFS, and also holds the Series 7 and 63 certifications from FINRA. No specific information about the month or year of obtaining these certifications is provided.