Cannon Financial Institute

Duane E. Lee, II

Photo of Duane E. Lee, II

CFIRS™, CSOP™, AIF®, AFIM™
Executive Vice President

dlee@cannonfinancial.com

Instructor's Corner > FULL BIO (PDF)

Duane E. Lee, II serves as an Executive Vice President with Cannon Financial Institute. Duane is an incredible expert in the Fiduciary Services Industry. He believes rules of engagement are not merely guidelines but valuable tools that when executed properly, drive increased shareholder value, employee performance, and client satisfaction.

Duane served the financial services industry in a variety of roles. His career highlights include; Board Member of an independent trust company, Administrative Vice President-in charge of trust administration and securities operations of a large regional bank, Senior Vice President and Trust Executive managing a trust company supporting a seven member bank holding company and a National Trust Examiner with the Office of the Comptroller of the Currency. It is this unique combination of experiences that provides both a balanced and focused instructional experience.

In addition to a rewarding career, Duane is an accomplished pilot. Duane and his wife, Sue, enjoy two charming grandchildren and maintain a passion for the outdoors.

Education

  • B.S. in Finance, Investments and Banking - University of Illinois
  • A.S. in Real Estate - Triton College
  • M.B.A. in Securities Analysis and Portfolio Management - DePaul University
  • Basic and Standard Certificates in Trust Banking, American Institute of Banking, 
  • ABA National Trust School - Northwestern University

Designations, Affiliations & Licenses

  • Certified Financial Planner® (CFP©)  
  • Certified Wealth Strategist (CWS®)
  • Accredited Investment Fiduciary Analyst (AIFA)
  • Accredited Fiduciary Investment Manager (AFIM)
  • Global Fiduciary Strategist (GFS)
  • Certified Corporate Trust Specialist (CCTS) 
  • Certified Trust and Financial Advisor (CTFA) 
  • Certified Trust Audit & Compliance Professional (CTACP) 
  • Certified Funds Specialist (CFS) 
  • Chartered Fiduciary Services Auditor (CFSA) 
  • Certified Financial Services Auditor (CFSA) 
  • Certified Retirement Services Professional (CRSP) 
  • Chartered Retirement Planning Counselor (CRPC) 
  • Chartered Retirement Plans Specialist (CRPS) 
  • Certified Securities Operations Professional (CSOP) 
  • Certified Retirement Plan Specialist (CRPS)
  • Certified IRA Services Professional (CISP) 
  • Certified Fiduciary and Investment Risk Specialist (CFIRS) 
  • Commissioned National Trust Examiner (NTE) 
  • Certified Flight Instructor (CFI) 
  • Certified Retirement Administrator (CRA) 
  • Certified Retirement Counselor (CRC)

Cannon Schools & Courses

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