Alan Lee Email & Phone Number
Director of Investment and Finance @ Excell Partners, Inc.
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Alan Lee Location
- Rochester, NY, US
Alan Lee Work
- 2019 -now Director of Investment and Finance @
- 2022 -now Board Observer @
- 2020 -now NYSERDA Entrepreneurs-in-Residence (EIR) @
- 2019 -now Board Observer @
- 2019 -now Member Board Of Directors @
- 2013 -2020 Co-founder and CFO @ OrgWD
- 2015 -2019 Senior Investment Manager @
- 2013 -2015 Valuation Consultant, Pharmaceutical and Medical Devices @ Independent
- 2009 -2013 Manager, Corporate Strategy and Product Development, CRM @ Manning Ventures, Inc.
- 2008 -2010 MBA @
- 2008 -2009 Investment Banking Analyst @ Argilus Investment Banking
- 2007 -2007 Project Director @ Zeuspac Capital Parnters
- 2006 -2007 Financial Analyst @ China New Enterprise Investments, Co.
- 1999 -2006 Consultant @ American Management Systems (AMS)
- 1999 -2006 Consultant @
- 1997 -1999 Assistant to Sr. EVP, Private Wealth Managment @
Alan Lee Education
- University of Rochester - Simon Business School
Master of Business Administration - MBA (Finance and Corporate Accounting)
2007-2009 - Binghamton University
Bachelor of Science - BS (Finance and Information Systems)
1997-1999
Alan Lee Skills
- Board Development
- Portfolio Management
- CFOs
- Board of Directors
- Private Equity
- Industrial Goods
- Mergers
- Equities
- Finance
- Financial Modeling
- Valuation
- Investment Banking
- DCF
- Venture Capital
- Due Diligence
- Corporate Finance
- Mergers & Acquisitions
- Business Strategy
- Financial Analysis
- Management
- Strategy
- Analysis
Alan Lee Summary
- Alan Lee, based in Rochester, NY, US, is currently a Director of Investment and Finance at Excell Partners, Inc.. Alan Lee brings experience from previous roles at SunDensity Inc., NYSERDA, Glauconix Biosciences, Inc. and Pharmapotheca A. Alan Lee holds a 2007 - 2009 Master of Business Administration - MBA in Finance and Corporate Accounting @ University of Rochester - Simon Business School. With a robust skill set that includes Board Development, Portfolio Management, CFOs, Board of Directors, Private Equity and more. Alan Lee has 3 emails and 1 mobile phone numbers on RocketReach.
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