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TOM LEE

Chief Executive Officer
Wealth Space

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  • 25 plus years in financial services industry including Insurance, Investment, Mortgage & Private Equity.

  • From 1994 to 2000, built national network of financial professionals across the Country.

 

  • From 2001 to 2007, founded Citinet Mortgage, Inc., a successful mortgage lender/broker with more than 50 retail branches across the Country. 

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  • 2009 to 2018, funded several start-ups either as an investor, board member, managing member, executive including WellMed Institute, a wellness Company. Vivakor, Inc (NASDAQ: VIVK), a oil remediation/technology Company, Ambrosia Global, LLC., a direct selling heath & beauty Company.

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  • 2019 to Present.  Co-Founder and CEO of Wealth Space, LLC., a national financial services and investment Company.  Currently has more than 2,000 independent agents across 25 States.

 

  • 2021 - Present.  Co-Founder and CEO of Spectra Group Holdings, LLC., a hospitality and real estate Company.

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