Portfolio Manager, Analyst @ Loxias Fund Management (January 2004 - January 2006)
Senior Director @ (January 2000 - January 2004)
Associate @ Lehman Brothers (January 1999 - January 2000)
Investment Analyst @ (January 1995 - January 1997)
Staff @ Exploration Summer Program (January 1991 - January 1993)
Bill Lee Education
NYU Stern School of Business
MBA
1997-1999
Yale University 1990-1994
North Quincy High School 1986-1990
Bill Lee Skills
Alternative Investments
Asset Management
Bloomberg
Capital Markets
Convertible Arbitrage
Equities
Equity Research
Financial Modeling
Fixed Income
Hedge Funds
High Yield
Investments
Portfolio Management
Private Equity
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 @ NYU Stern School of Business. With a robust skill set that includes Alternative Investments, Asset Management, Bloomberg, Capital Markets, Convertible Arbitrage and more. Bill Lee has 1 emails and 2 mobile phone numbers on RocketReach.
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