Franklin Lee

Franklin Lee is a seasoned professional with diverse experience in operations, investment analysis, and client services. Currently serving as the Director of Operations at Running Point since September 2023, Franklin previously worked as an Investment Analyst at Salient Wealth Planning Group, where support was provided in a registered representative capacity with Lincoln Financial Advisors Corp. Prior roles include Client Service Associate at Retirement Wellness Group and Financial Advisor at Prudential Financial, focusing on client financial goals and protection needs. Additional experience encompasses a Senior System Analyst position at Parsons Corporation and Configuration Management Specialist at BTAS, Inc. Franklin holds an MBA in Purchasing, Procurement/Acquisitions, and Contracts Management from Webster University and a Bachelor of Arts from the University of California, Riverside.