Christy Lee

SVP Of Finance at Millennium Advisors, LLC

Christy Lee has a diverse work experience in the financial industry. Christy is currently the SVP of Finance at Millennium Advisors, LLC, where they oversee the execution and related services for taxable fixed income securities. Prior to this role, they worked at TIAA as a Senior Director, managing conflicts of interest and broker dealer financial reporting. Christy also held various managerial positions at SunTrust Investment Services, where they led accounting teams and managed external audits. Additionally, they worked at the US Securities and Exchange Commission and the Financial Industry Regulatory Authority (FINRA), conducting audits and ensuring compliance with securities regulations. Throughout their career, Christy has demonstrated strong financial expertise and has achieved significant accomplishments, such as uncovering fraudulent activities and leading enforcement actions.

Christy Lee attended Savannah State University from 1996 to 1998, where they earned a Bachelor of Business Administration (BBA) degree with a major in Accounting. Prior to that, from 1994 to 1996, they attended the Wilbur O. and Ann Powers College of Business at Clemson University, though no degree information was provided for this period. In addition to their formal education, Christy has obtained various certifications, including the FINRA Series 27 License, FINRA Series 63 License, FINRA Series 7 License, and FINRA Series 99 License. However, specific details about when they obtained these certifications are not provided.

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Timeline

  • SVP Of Finance

    December, 2020 - present