Lee A. DeAppolonio is the Director of Client Services at Performance Trust, leveraging extensive experience in Broker-Dealer and RIA operations, client services, compliance, and management to enhance client experiences. Previously, Lee served as Vice President of Client Services at Performance Trust and held various leadership roles, including Owner/Director of Sales & Events at Appleworkz Productions LLC and Vice President of Operations at Petersen Investments, Inc. Lee is pursuing an MBA in Technology Commercialization, Innovation, and Entrepreneurship at Rutgers Business School, having earned a Bachelor of Science in Business Administration with a concentration in Finance from Montclair State University. Through strategic improvements and innovative solutions, Lee emphasizes operational efficiency and the importance of regulatory compliance in the financial services sector.
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