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Learning Lab

Lee Small

Divisional Sales Manager, Senior Vice President, 

John Hancock Investment Management

Lee oversees the distribution of John Hancock Investments mutual funds, ETFs, 529 college savings plan, and separate accounts through firms in the Central Division of the United States.
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Communicating Your Value: Tactics for CEPA Financial Professionals to Help Gain New Clients

About Lee

Lee oversees the distribution of John Hancock Investments mutual funds, ETFs, 529 college savings plan, and separate accounts through firms in the Central Division of the United States. He began his career in sales leadership positions with the Hartford Leaders Group and Market Investment Distributors and has also worked for AXA Distributors and Lincoln Financial Distributors, where he was most recently National Sales Manager of the Bank and Wirehouse/Regional Annuity Sales Team.

Lee, his wife, and three daughters live in Franklin, TN. His interests include spending quality time with his family, traveling, and all outdoor activities. Lee received a B.S. from Clemson University and currently holds his Series 7, 24, 26, and 63 licenses.

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