Albert Lee Email & Phone Number
Managing Director, Core Investment Products and Asset Manager Relations @ Charles Schwab
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Albert Lee Location
- San Francisco, CA, US
Albert Lee Work
- 2021 -now Managing Director, Core Investment Products and Asset Manager Relations @
- 2016 -2020 SVP, Head of Systematic Strategies and ETF Operations @
- 2009 -2020 Managing Director, COO, Treasurer of Lattice Strategies (Exchange Traded Funds) Trust @ Lattice Strategies LLC (Acquired by Hartford Funds)
- 2007 -2009 CFO @ Avicenna Capital Management
- 2005 -2007 CFO @ Steeple Capital
- 2004 -2004 Summer Associate @
- 2000 -2003 Associate @
Albert Lee Education
- Stanford University Graduate School of Business
Master of Business Administration (MBA) (Finance and Entrepreneurship)
2003-2005 - Dartmouth College
AB Cum Laude (Economics with Honors, Chemistry)
1997-2001
Albert Lee Skills
- Capital Management
- Financial Modeling
- Corporate Development
- Venture Capital
- Private Equity
- Due Diligence
- Investments
- Business Strategy
- Mergers
- Valuation
- Start Ups
- Strategy
- Investment Banking
- Corporate Finance
- Financial Analysis
- Emerging Markets
- Mergers and Acquisitions
- Finance
- Management
Albert Lee Summary
- Albert Lee, based in San Francisco, CA, US, is currently a Managing Director, Core Investment Products and Asset Manager Relations at Charles Schwab. Albert Lee brings experience from previous roles at Hartford Funds, Lattice Strategies LLC (Acquired by Hartford Funds), Avicenna Capital Management and Steeple Capital. Albert Lee holds a 2003 - 2005 Master of Business Administration (MBA) in Finance and Entrepreneurship @ Stanford University Graduate School of Business. With a robust skill set that includes Capital Management, Financial Modeling, Corporate Development, Venture Capital, Private Equity and more. Albert Lee has 2 emails and 1 mobile phone numbers on RocketReach.
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