Lee works closely with Green Square clients’ custodians to open and maintain accounts as well as complete money movement transfers. She also assists with special projects, coordination of alternative investing, and customized reporting. She works with outside advisors, such as CPAs and attorneys, to ensure clients enjoy comprehensive and long-term wealth management. Prior to joining Green Square in 2014, Lee was an executive assistant for Pamlico Capital, a private equity firm based in Charlotte, NC. Before that, she was the office manager and state scheduler for United States Senator Mitch McConnell in Washington, DC. Lee received a Bachelor of Science in Business Administration, Summa Cum Laude, from the University of Tennessee. She holds a Series 65 license.
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