Franklin Lee in

Franklin Lee

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Director of Operations at Running Point
📍 Manhattan Beach, California, United States

Franklin Lee is the Director of Operations at Running Point, leveraging a diverse background in wealth planning and systems analysis. He holds Series 7 and 66 licenses and earned his MBA from Webster University, highlighting his expertise in both finance and operational leadership.

With a unique background as a professionally trained pilot, Franklin shows a keen interest in emerging technologies. He follows developments in AI, machine learning, cryptocurrency, and the use of drones in modern applications like law enforcement.

Beyond his corporate career, Franklin is also trained as a commercial pilot.

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Experience
14 Years
Current Role
Director of Operations
Job Level
Mid-senior
Location
Manhattan Beach, California, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Franklin cares about

Financial Planning
With a background as a financial advisor and Series 7/66 licenses, he focuses on developing customized solutions to meet client protection and investment needs.
AI & Machine Learning
He has shown interest in the technical aspects of AI, including the role of calculus and the evolution of voice assistants powered by machine learning.
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Career

Work history

9-2023
Director of Operations
Running Point
2-2022 - 9-2023
Investment Analyst
Salient Wealth Planning Group
1-2019 - 2-2022
Client Service Associate
Retirement Wellness Group LLC
2-2016 - 12-2018
Financial Advisor at The Prudential Insurance Company of America
Prudential Financial
3-2015 - 1-2016
Senior System Analyst
Parsons Corporation
In the press

Media appearances

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Education
2012 - 2015
Master of Business Administration (MBA)
Webster University
2004 - 2007
Bachelor of Arts (B.A.)
University of California, Riverside
2007 - 2009
Airline/Commercial/Professional Pilot and Flight Crew
American Flyers
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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