Daniel Lee - Email & Phone Number

Director, Financial Planning and Advice at Brightplan

Daniel Lee is based out of Los Angeles, California, United States and works at Brightplan as Director, Financial Planning and Advice.

Daniel Lee's Contact Information

Daniel Lee's Work email

d*****@bright***.com

Valid

Latest update

September 18, 2025

Location

Los Angeles, California, United States

Daniel's current employer

Brightplan

Description

BrightPlan's financial wellness solution is built to lead all employees to financial success on their own terms at every stage of life.

Website

brightplan.com

HQ Location

Los Gatos, CA, United States

Number of employees

11-50

Industry

Human Resources Services

Latest update

April 30, 2024

Read about Brightplan

Frequent questions about Daniel Lee

What company is Daniel Lee working for?

Daniel Lee works for Brightplan.

What is Daniel Lee's function at Brightplan?

Daniel Lee is Director, Financial Planning and Advice at Brightplan.

Where is Daniel Lee based?

Daniel Lee is based out of Los Angeles, California, United States.

What is Daniel Lee's work email address?

Daniel Lee's professional email address is d*****@bright***.com

Who are Daniel Lee's co-workers?

Daniel Lee's colleagues are Marthin Beer, Jim Mitchell, Jennifer Peinert, Joelle Risolo Vail, Karl Holmlund, James Edwards, Neha Mirchandani, Rachel Roop, Alesha Escalante, Elizabeth Klopson, Lynsey Harrell, Laurie Strazzullo, Vivian Nguyen, Naomi Kantrowitz, Scott Spann, Iiro Isotalo, Heather Sullivan, Shriraj Shah, Ethan Annis, Daniel Stokes, Haleigh Albers, Christopher Capellan, Joan Gonzalez, Max VanAntwerp, Michael Mills, Huey Vo, Sweta Shahi, Leo Gafinowitz, Joe Vangsgard, MBA, Andriy Levanidov, Aynsley Hensgen, Steven Hughes, Rebecca Morris.

Daniel's co-workers

Marthin Beer

Founder and CEO

Jim Mitchell

Vice President of Client Success

Jennifer Peinert

VP, Account Management

Joelle Risolo Vail

Chief Revenue Officer (CRO)

Karl Holmlund

SVP of Sales

James Edwards

Vice President Of Strategic Alliances

Director of Operations | Remote Administration | Human Resources (HR) | Organizational Leadership

Elizabeth Klopson

Director, Customer Success

Lynsey Harrell

Director of Sales Development and Enablement

Laurie Strazzullo

Director of Enterprise Sales

Vivian Nguyen

Director of Demand Generation

Naomi Kantrowitz

Director of Compliance

Scott Spann

Senior Director of Financial Education

Iiro Isotalo

Director of Product Management

Heather Sullivan

Director, Revenue Marketing

Shriraj Shah

Senior Director of Product Management

Ethan Annis

Director of Product Marketing

Daniel Stokes

Client Success Advocate

Haleigh Albers

Customer Success Manager

Christopher Capellan

financial wellness educator

Joan Gonzalez

Client Success Advocate, Financial Planner

Max VanAntwerp

Senior Account Executive

Michael Mills

Chief Legal and Compliance Officer

Enterprise Account Representative

Joe Vangsgard, MBA

Chief Marketing Officer

Andriy Levanidov

Senior Software Engineer (Backend)

Aynsley Hensgen

Marketing and Engagement Manager

Steven Hughes

Enterprise Account Executive

Rebecca Morris

Sr. Manager, Content & Communications | Financial Wellness for Everyone

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