Teresa Y. Lee

PERFORMANCE REPORTING ANALYST

Teresa is a Performance Reporting Analyst in the Hunt Valley headquarters of Asset Strategy Consultants.

Her duties at ASC focus on calculation and reconciliation of investment performance, production of monthly and quarterly reports, and other reporting related projects.

Teresa has over 20 years of experience in the Mutual Fund and 401(k) industries, her experience includes but is not limited to financial transaction, reconciliation, adjustment, reporting, researching, and process improvement etc.

Teresa has a BS in Economics from Towson University, and a minor in Music.

tlee@assetstrategyconsultants.com