Alex Lee Email & Phone Number
Chief Customer Officer @ Cascade
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Alex Lee Location
- New York, NY, US
Alex Lee Work
- 2026 -now Chief Customer Officer @
- 2025 -2026 VP, Strategy Execution Services @
- 2024 -now Strategic Advisor @
- 2024 -2025 Head of Business Operations and Finance @
- 2023 -2024 Chief of Staff @
- 2022 -2023 Chief of Staff and Head of Client Experience @
- 2019 -2022 Chief Operating Officer (FinTech Division) @
- 2013 -2021 Partner - Head of Distribution Solutions (SaaS Products, FinTech Division) @
- 2006 -2013 Manager - Marketing and Distribution Strategy (Consulting Division) @
- 2004 -2005 Research Assistant @
Alex Lee Education
- Harvard University
Masters (Completed concurrently with bachelors degree (Advanced Standing))
2005-2006 - Harvard University
Bachelors (Chinese Students Association, Kirkland Grille, BASIC, Chinatown Big Sib)
2002-2006
Alex Lee Skills
- Financial Planning and Analysis (FP&A)
- Wealth Management Services
- Pricing Analysis
- Corporate FP&A
- HR Management
- Process Improvement
- Analytics
- Strategy
- Management Consulting
- Financial Modeling
- Pricing
- Data Analysis
- Financial Services
- Retail Banking
- Business Strategy
- Market Research
- Leadership
- Banking
- Financial Analysis
- Statistical Modeling
- Strategic Consulting
- Corporate Finance
- Mergers & Acquisitions
- Credit Cards
- Acquisition Integration
- Credit Risk
- Mergers
- Analytical Skills
- Management
- Finance
- Consulting
- Statistics
- Business Analytics
- Business Analysis
- Customer Relationship Management (CRM)
- Customer Segmentation Strategy
- Operations Management
- Product Leadership
- Business Head
- Project Delivery
- Time Management
- Team Leadership
- Project Management
- Budgeting
- Strategic Planning
- P&L Management
- Customer Experience
- Segmentation
- SAS
- Mergers and Acquisitions
Alex Lee Summary
- Alex Lee, based in New York, NY, US, is currently a Chief Customer Officer at Cascade. Alex Lee brings experience from previous roles at Cascade, Morty and InRhythm. Alex Lee holds a 2005 - 2006 Masters in Completed concurrently with bachelors degree (Advanced Standing) @ Harvard University. With a robust skill set that includes Financial Planning and Analysis (FP&A), Wealth Management Services, Pricing Analysis, Corporate FP&A, HR Management and more. Alex Lee has 3 emails on RocketReach.
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Top Cascade Employees
Tom Wright
Founder and Chief Product Officer
Sydney, NSW, AU
Alex Lee
Chief Customer Officer
New York, NY, US
Victor R Florez
Director of Strategic Accounts
New York, NY, US
Jamie Perkins
Enterprise Customer Success Manager
Los Angeles, CA, US
Bertrand Caron
Principal Software Engineer
Brisbane, QLD, AU
Jonathan Retta
Enterprise Customer Success Manager
New York, NY, US
Michael Pentecost
Business Development Manager
Sydney, NSW, AU
Lauren Salanitro
Director, Customer Success
Austin, TX, US
Charlie Newark-French
Chief Executive Officer
New York, NY, US
Dimitra Constantin
Senior SDR
New York, NY, US
Rachel Smith
Enterprise Client Success Manager
New York, NY, US
Bec Lee
Strategy Services Director
Portland, ME, US
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