Bryan Lee

New York, New York, United States Contact Info
2K followers 500+ connections

Join to view profile
Freelance

About

A results-focused and creative executive with extensive experience in sales and…

Articles by Bryan

Activity

Join now to see all activity

Experience & Education

  • Freelance

View Bryan’s full experience

See their title, tenure and more.

or

By clicking Continue to join or sign in, you agree to LinkedIn’s User Agreement, Privacy Policy, and Cookie Policy.

Licenses & Certifications

  • Certificate Achievement - Alliance Management

    The Association of Strategic Alliance Professionals

    Issued
  • Salesforce Platform Basics Badge Graphic

    Salesforce Platform Basics Badge

    Salesforce Trailhead

Volunteer Experience

  • ALS of Michigan Graphic

    President Of The Board Of Directors

    ALS of Michigan

    - 7 years 5 months

    Health

  • Common Ground Sanctuary Graphic

    Board Member

    Common Ground Sanctuary

    - 11 years 2 months

    Social Services

  • ALS of Michigan Graphic

    Board Member

    ALS of Michigan

    - 13 years 5 months

    Health

  • Member Board of Trustees

    Staatsburg Library

    - Present 1 year 7 months

    Arts and Culture

Projects

  • Video Collaboration in Wealth Management

    Teamed with client executives at major Wealth Management firm to pilot and measure impact of video collaboration solutions on financial advisors working with existing and prospective clients. Successful pilot yielded significant increase in new Assets Under Management, new client growth, financial advisor productivity and reduced operational cost. Led to launch of video and web-conferencing solutions on mass scale across financial advisor population, and significant investment in networking…

    Teamed with client executives at major Wealth Management firm to pilot and measure impact of video collaboration solutions on financial advisors working with existing and prospective clients. Successful pilot yielded significant increase in new Assets Under Management, new client growth, financial advisor productivity and reduced operational cost. Led to launch of video and web-conferencing solutions on mass scale across financial advisor population, and significant investment in networking infrastructure.

  • Customer Experience and Innovation Showcase

    -

    A creative space to spur new thinking on crafting and delivering new, engaging customer experiences to consumers across a range of industries. Experienced through the eyes and ears of the consumer, executives from B2C industries could envision new concepts for creating winning experiences that build customer confidence, trust and loyalty. These included banking, insurance, retail and healthcare. Better than Powerpoint presentations, this showcase provided a working lab where my clients could…

    A creative space to spur new thinking on crafting and delivering new, engaging customer experiences to consumers across a range of industries. Experienced through the eyes and ears of the consumer, executives from B2C industries could envision new concepts for creating winning experiences that build customer confidence, trust and loyalty. These included banking, insurance, retail and healthcare. Better than Powerpoint presentations, this showcase provided a working lab where my clients could roll up there sleeves and build their best ideas for their brands and customers.

    Other creators

Recommendations received

11 people have recommended Bryan

Join now to view

More activity by Bryan

View Bryan’s full profile

  • See who you know in common
  • Get introduced
  • Contact Bryan directly
Join to view full profile

Other similar profiles

Explore collaborative articles

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Explore More

Others named Bryan Lee in United States

808 others named Bryan Lee in United States are on LinkedIn

See others named Bryan Lee

Add new skills with these courses

See all courses