Profile
Ms. Carrie Lee is Investment Specialist at Pension Partners LLC.
She joined Pension Partners in September 2012.
Ms. Lee was previously employed as Financial Advisor by Edward D.
Jones & Co., a Principal by Thomson Reuters, a Principal by Time Warner Cable LLC, Correspondent by CNBC, Inc., and a Principal by Dow Jones & Co., Inc.
Ms. Lee earned her B.A.
in Economics and Business from Lafayette College.
She obtained her M.A.
in Journalism from New York University, gaining membership in the Kappa Tau Alpha National Honors Society.
Former positions of Carrie Lee
| Companies | Position | End |
|---|---|---|
Edward D. Jones & Co. LP (Investment Management)
 Edward D. Jones & Co. LP (Investment Management) Investment ManagersFinance Edward D. Jones & Co. LP (Edward Jones) is a registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. The firm was founded in 1993 and is the primary operating subsidiary of The Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the UK. | Corporate Officer/Principal | 2011-01-30 |
Truven Health Analytics, Inc.
 Truven Health Analytics, Inc. Information Technology ServicesTechnology Services Truven Health Analytics, Inc. provides cloud-based healthcare data, analytics, and consulting services. It offer brands in healthcare such as MarketScan, 100 Top Hospitals, Advantage Suite, Micromedex, Simpler, ActionOI, and JWA. The company is headquartered in Ann Arbor, MI. | Corporate Officer/Principal | 2010-08-30 |
Time Warner Cable LLC
 Time Warner Cable LLC BroadcastingConsumer Services Time Warner Cable LLC provides television broadcasting services. The company was founded in 1994 and is headquartered in New York, NY. | Corporate Officer/Principal | 2008-12-30 |
CNBC LLC
 CNBC LLC BroadcastingConsumer Services CNBC LLC provides television programming services. It focuses on different sectors such as sports, automotive, technology, real estate, and energy. The company was founded in 1989 and is headquartered in Englewood Cliffs, NJ. | Corporate Officer/Principal | 2001-11-29 |
Dow Jones & Co., Inc.
 Dow Jones & Co., Inc. Publishing: NewspapersConsumer Services Dow Jones & Co., Inc publishes financial information and news. It offers news through newspapers, newswires, websites, apps, newsletters, magazines, proprietary databases, conferences and more. The firm?s premier brands include The Wall Street Journal, Dow Jones Newswires, Factiva, Barron's, MarketWatch and SmartMoney. The company was founded by Edward Davis Jones, Charles Henry Dow and Charles Milford Bergstresser in 1882 and is headquartered in New York, NY. | Corporate Officer/Principal | 2000-08-30 |
Training of Carrie Lee
| Lafayette College | Undergraduate Degree |
| New York University | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Dow Jones & Co., Inc.
Dow Jones & Co., Inc. Publishing: NewspapersConsumer Services Dow Jones & Co., Inc publishes financial information and news. It offers news through newspapers, newswires, websites, apps, newsletters, magazines, proprietary databases, conferences and more. The firm?s premier brands include The Wall Street Journal, Dow Jones Newswires, Factiva, Barron's, MarketWatch and SmartMoney. The company was founded by Edward Davis Jones, Charles Henry Dow and Charles Milford Bergstresser in 1882 and is headquartered in New York, NY. | Consumer Services |
Time Warner Cable LLC
Time Warner Cable LLC BroadcastingConsumer Services Time Warner Cable LLC provides television broadcasting services. The company was founded in 1994 and is headquartered in New York, NY. | Consumer Services |
CNBC LLC
CNBC LLC BroadcastingConsumer Services CNBC LLC provides television programming services. It focuses on different sectors such as sports, automotive, technology, real estate, and energy. The company was founded in 1989 and is headquartered in Englewood Cliffs, NJ. | Consumer Services |
Edward D. Jones & Co. LP (Investment Management)
Edward D. Jones & Co. LP (Investment Management) Investment ManagersFinance Edward D. Jones & Co. LP (Edward Jones) is a registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. The firm was founded in 1993 and is the primary operating subsidiary of The Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the UK. | Finance |
Pension Partners LLC
 Pension Partners LLC Investment ManagersFinance Pension Partners LLC is an independent registered investment advisor and wealth management firm headquartered in San Juan, Puerto Rico. The firm was founded by Edward M. Dempsey in 1999. Pension Partners provides advisory services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. | Finance |
Truven Health Analytics, Inc.
Truven Health Analytics, Inc. Information Technology ServicesTechnology Services Truven Health Analytics, Inc. provides cloud-based healthcare data, analytics, and consulting services. It offer brands in healthcare such as MarketScan, 100 Top Hospitals, Advantage Suite, Micromedex, Simpler, ActionOI, and JWA. The company is headquartered in Ann Arbor, MI. | Technology Services |
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