Jimmy Lee is the managing member of the swift exchange, bringing a wealth of expertise and experience to the firm. With a diverse background and a passion for helping others, Jimmy has built a successful career in the financial industry and is committed to providing exceptional service to clients.
Jimmy obtained his bachelor's and master's degrees at Woodbury University in Burbank, California. His educational background laid a strong foundation for his professional journey. After college, Jimmy embarked on a unique path, moving to Tokyo, Japan, where he worked as an English language instructor for three years. During this time, he had the opportunity to work with a wide range of students, from children to working adults, fostering his passion for teaching and helping others.
Upon returning to the United States, Jimmy pursued his passion for finance and obtained his MBA degree while working at renowned banks such as Citibank, JP Morgan Chase, and HSBC. Over the course of 18 years in the banking industry, Jimmy gained invaluable experience in various roles, focusing on consulting and fiduciary responsibilities. He worked closely with clients, managing their financial affairs and earning their trust through his expertise and dedication.
Driven by a desire to integrate his accumulated experiences and provide clients with a comprehensive suite of services, Jimmy made the decision to start his own firm. the swift exchange was born as a culmination of his international experiences, financial expertise, and dedication to helping individuals and businesses achieve their financial goals.
With Jimmy's leadership and commitment to excellence, the swift exchange has become a trusted partner for clients in Southern California, and beyond. Jimmy's unique background, combined with his business acumen and passion for teaching, enables him to provide strategic guidance, personalized solutions, and a level of service that exceeds expectations.
Let's collaborate and achieve success together! Share your financial goals and challenges with us, and our team of experienced consultants will provide personalized solutions to help you unlock your financial potential. We're available around the clock, ready to assist you every step of the way.