Valmark Financial Group
Morgan Lee is a professional with a diverse background in financial services and management. Currently serving as a New Business Specialist at Valmark Financial Group since December 2019, Morgan has held various roles including Investment Ops New Business Intern, Advisory Billing Specialist Intern, and FinTech Intern within the same company. Prior experience includes working as an Accountant at Merriman Valley Resource Management from August 2018 to February 2021, and as a Manager at Nicole’s Connection from December 2014 to May 2020. Morgan holds a Bachelor's degree in Financial Planning and Services from The University of Akron and an Associate of Arts from Akron Early College High School.