Stephen Lee

Stephen Lee is a seasoned professional in the insurance and financial services sectors, currently serving as a Senior Medicare Advocate at Fair Square Medicare since November 2022. Prior experience includes roles as a Benefit Specialist, Agility Team Analyst, and Senior Customer Service Coordinator at Transition Assist/Mercer, where Stephen provided guidance to clients transitioning to Medicare plans and educated them on various insurance options. From August 2000 to January 2012, Stephen held the position of Principal/Officer at State Street Corporation, focusing on mutual fund operations and driving process improvements. With a background spanning multiple roles at Boston Financial Data Services from May 1983 to August 2000, Stephen gained extensive experience in the mutual fund universe. Stephen holds a BA in Communications from Bridgewater State University, earned in 1983.