Suggestions
Andrew Lee
Solutions Consultant with a focus on CX products
Andrew Lee is a dedicated professional who believes in conducting business with integrity and continuous improvement. His mission is to facilitate learning, build relationships, and enhance the lives of his clients by fostering open communication and sharing knowledge.
Currently serving as a Sales Lead at Multrees Investor Services, Andrew operates within the realm of global custody, investment administration, and consolidated reporting services. Multrees, a prominent firm in the UK, caters to various clients including multi-family offices, wealth managers, and the private client business of larger institutions.
With a background in sales, pre-sales consultation, onboarding, client relations, fund management, and new business development, Andrew Lee possesses a diverse skill set that enables him to adapt to evolving client needs. He excels in simplifying complex client requirements and offering modular services to address specific demands efficiently.
Andrew is open to connecting with industry professionals to exchange ideas, explore potential collaborations, or simply engage in meaningful conversations. His educational background includes studies at Peniel Academy and Trinity School Brentwood, underscoring his commitment to continuous learning and personal development.
