Albert Lee is an economics and computer science major at Yale University. He has experience working in equity research and financial consulting for Fortune 500 companies. As the son of two immigrant parents, Albert is keenly aware of the need for financial literacy and strategic planning for financial wellbeing. He joined Sherwood Financial Group as the office paraplanner and is responsible for supporting the Financial Advisory team throughout the financial planning process, including helping advisors leverage the financial planning software (or the one on portal), creating illustrations, analyzing data, modeling scenarios, assisting in data reviews, and generating reports.
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