What does the future hold for those of us that make our living in distribution?
What are the trends that will effect wholesalers, divisional managers, national sales leaders and the clients that they serve?
Lee serves as a principal with kasina.
In this capacity, Lee is involved in overall strategic planning in addition to numerous other aspects of the business including consulting, relationship management, and speaking engagements.
Lee is frequently quoted in the industry press, including The Wall Street Journal, Ignites.com, Investment News, etc. Additionally, Lee is involved in numerous industry associations, including serving as a founding member of The Alliance of Industry Leaders (hosts of Industry Night) and an active member of the National Investment Company Services Association.
Listen in as we speak with Lee.