2004 -2006 Portfolio Manager, Analyst @ Loxias Fund Management
2000 -2004 Senior Director @
1999 -2000 Associate @ Lehman Brothers
1995 -1997 Investment Analyst @
1991 -1993 Staff @ Exploration Summer Program
Bill Lee Education
NYU Stern School of Business
MBA (Beta Gamma Sigma)
1997-1999
Yale University 1990-1994
North Quincy High School 1986-1990
Bill Lee Skills
Equities
Investments
Fixed Income
Hedge Funds
Bloomberg
Alternative Investments
High Yield
Portfolio Management
Asset Management
Convertible Arbitrage
Financial Modeling
Capital Markets
Private Equity
Equity Research
PowerPoint
Sales
Convertible Securities
Finance
Microsoft Excel
Customer Service
Securities
Investment Management
Bill Lee Summary
Bill Lee, based in Haworth, NJ, US, is currently a Partner, Senior Portfolio Manager, Convertible Strategies at Palisade Capital. Bill Lee brings experience from previous roles at Loxias Fund Management, Sony Corporation, Lehman Brothers and Delphi Management. Bill Lee holds a 1997 - 1999 MBA in Beta Gamma Sigma @ NYU Stern School of Business. With a robust skill set that includes Equities, Investments, Fixed Income, Hedge Funds, Bloomberg and more. Bill Lee has 2 emails and 2 mobile phone numbers on RocketReach.
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