Jeff Lee

Associate, Capital markets

Before joining CommonGood, Jeff served in sales and consulting roles in the financial services industry, including time with Merrill Lynch. Most recently, Jeff was an internal wholesaler for CNL Securities where he represented the platform of alternative investments, serving financial advisors in Florida, Georgia, Alabama and Mississippi. He holds the FINRA series 7 & 63 licenses. 

Jeff graduated from the University of Florida with a Bachelors of Science from the College of Journalism and Communications. During his time in college he had internships with non-profits, marketing firms and was involved in a start-up incubator where he developed a passion for starting and growing businesses. 

Jeff is an Orlando, FL native and is passionate about the growth of his city and church, First Presbyterian Church of Orlando. He enjoys sports, specifically Florida Gator football and the many benefits of living in the state of Florida.