David Lee

David Lee is a skilled Senior Account Analyst at Nolan Financial, with a professional history that includes roles as an Account Analyst and Senior Account Representative. Since joining Nolan Financial in September 2019, David has played a critical role in the implementation and management of various financial plans. Prior to this, David served as a Client Services Specialist at Planet Depos, where responsibilities included supporting legal professionals and managing client inquiries. David's experience also encompasses administrative roles at The Ohio State University, where coordination and logistics were key tasks. David began a career in management at Aspen Hill Florist Inc, overseeing operations, inventory, and team development. David holds a Bachelor of Science degree from The Ohio State University, completed in 2018.