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Tom Lee
Financial Professional
Orange, CA
  • 15 plus years in financial services industry specializing in Insurance, Investment & Mortgage

  • Held private client Manager position at Wells Fargo for more than 10 years

  • Currently Executive Vice President & Team President of Wealth Space

  • Currently a member of Executive Leadership Council of Wealth Space 

  • Speaks English & Vietnamese and conversational Chinese & Spanish

  • A mother of 3 children & resides in Irvine, CA.  

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