Jeongmin Jenny Lee

Jeongmin Jenny Lee is a Senior Product Manager at Envestnet, Inc. since June 2022, focusing on Wealth Products. Previously, at Morningstar from July 2010 to June 2022, Jeongmin held various roles including Market Research Manager, Product Manager, Associate Product Manager, Project Manager, and Product Consultant, where responsibilities ranged from leading user research to managing advisor-facing software. Notably, Jeongmin contributed to a recent webinar on the SEC Marketing Rule. Educational qualifications include a Master of Science in Product Design and Development Management from Northwestern University, a Project Management Certificate from Quinlan School of Business at Loyola University Chicago, and an A.B. in Economics and Asian Studies from Bowdoin College.