Branch Operations Manager
As branch operations manager, Chris Lee supervises client relations and ensures operational excellence at Research Financial Strategies. He is responsible for setting up new accounts, tracking all incoming transfers and overseeing back office operations, and he also serves as a liaison between the firm’s home office and its financial advisors in other locations.
Chris joined RFS in 2005 as a client service associate. Previously, he worked at Morgan Stanley Dean Witter and Paine Webber Investments, assisting the vice president of the Washington, D.C., branch office.
A graduate of the University of Rochester, Chris has a bachelor’s degree in political science. He lives in Rockville, Maryland, and enjoys playing tennis.