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Terri Lee's work experience includes being the Owner, CEO, Client Advocate, and Director Strategy at Lively Marketing! where they launched the agency as one of the first virtual full-service agencies in the U.S. In 2014, they worked as a Strategy Director at Philosophy Communication. Previously, they were the National Sales and Marketing Director at Nupremis, where they led internal sales, customer service, and marketing teams and facilitated a change in their business model.

Terri Lee has a diverse education history. Terri attended Harvard University, where they focused on Ethics, Social, and Political Philosophy. Terri also studied at the JFK School of Government, although the specific degree they obtained is not provided. Prior to their time at Harvard, Terri Lee completed their high school education at Pomperaug High School. Terri also attended UMass Boston, although no further details about their degree or field of study are given. Terri Lee has also obtained several certifications, including Certified Business Communicator from the Business Marketing Association (BMA), as well as Series 6, Series 69, and Series 7 certifications from the Financial Industry Regulatory Authority (FINRA).