Highlights of Previous Professional Experience
Wedbush Securities, LLC – San Francisco – Executive Assistant, Investment Banking. Worked closely with Managing Directors in the Clean Tech, Consumer and Biotech sectors. Interacted with high profile clients, organized quarterly conferences, coordinated meeting schedules & travel, and assisted in preparation of presentation materials for client meetings.
Wells Fargo Securities, LLC– San Francisco – Institutional Sales Assistant, Capital Markets. Directly assisted Managing Director in sales trading and marketing services. Organized company road shows & client meetings and provided timely resolutions to client issues regarding operations, restricted stock & research questions.
Bank of America Securities, LLC– San Francisco - Senior Sales Assistant, Private Client Services, Institutional Sales, Prime Brokerage Services. Reported to Senior Managing Directors. Supervised all compliance, syndicate, trading and operational issues. Coordinated international travel and major company conferences on both an international and domestic basis. Also provided morning research call to clients summarizing pertinent research from sell-side and electronic sources.
Mary Lee has also recruited in the financial services industry and was transferred to the Bay Area from the east coast with CIGNA Corporation. She received her B.A. degree from Rosemont College, Rosemont, PA. She holds Series 7, 63, 8 and 24 securities licenses and is a Notary Public, State of California. Mary Lee has also been involved with Girls Inc. and The ALMA Society.