Aidan Lee – 2024

Operations Specialist, Personal Financial Services

As an Operations Specialist, Aidan will be working with the Personal Financial Services team to generate new account paperwork and fulfill service requests for our investment, insurance, and financial planning clients. Processing requests in a timely and efficient manner as well as providing top-notch customer service are of the utmost importance to him. In addition to paperwork, Aidan will help facilitate the underwriting process for our insurance clients to ensure that they have an excellent experience.

Before joining Lebel & Harriman, Aidan graduated in May of 2024 from Florida Southern College. He graduated Summa Cum Laude with Honors and a B.S. in Finance. He was also named “Most Outstanding Finance Major” at his institution in 2024. He previously worked at internships with T. Mims Corp. in Lakeland, FL in the Spring of 2023 and with Greater Portland Health locally in the Summers of 2023 and 2024.

In his free time, Aidan enjoys golfing, watching sports, and spending time with his friends and family.