Samuel Lee

Market Development Manager, Wealth Management Solutions, Refinitiv
Samuel Lee
As part of the market development team at Refintiv, Samuel is responsible for creating, developing and executing the go-to-market strategy and sales enablement initiatives for the Wealth Management business. In this cross-functional role, he works with various strategic teams to deliver customer-centric solutions that align with the evolving digital workflow needs of a wealth management firm. Samuel has deep understanding of how persona-based UX powered by content can transform the retail investor’s customer journey, increase digital engagement, and move an investor along their sophistication curve. He holds a Master’s Degree from The Johns Hopkins University School of Advanced International Studies (SAIS) and a Bachelor’s Degree from Tufts University.