Wilson Lee

Wilson Lee has a diverse range of work experience in the banking industry. Wilson started their career as an Associate Banker and Teller at JPMorgan Chase Bank, where they focused on conducting teller transactions and promoting bank products and services. Wilson then moved on to become an Assistant Vice President - Relationship Banker II at the same company, where they managed customer relationships and conducted extensive investigations related to financial risks and crimes.

After their time at JPMorgan Chase Bank, Wilson joined U.S. Bank as a Universal Banker, engaging in sales and service activities, opening accounts, handling teller transactions, and selling various bank products. Currently, they are working at CTBC Bank Corp. (USA) as an Assistant Vice President - Financial Relationship Officer, where they oversee existing and new customer relationships, generates revenue for the branch, and manages all components relating to the branch's BSA/AML program.

Wilson Lee attended California State Polytechnic University-Pomona, although specific years of attendance and the degree obtained are not provided. Additionally, Wilson has obtained several certifications, including being licensed as an Insurance Agent for Accident, Health, Life, Variable Life & Variable Annuities by the State of California in October 2022. Wilson also obtained the Series 63 certification from FINRA in March 2016 and the Series 6 certification from FINRA in February 2016.