Communications Consultant @ Neater Pet Brands (January 2012 - May 2012)
Branch Manager @ (May 2011 - September 2011)
Chang Lee Education
CFA Charterholder 2014-2016
The Wharton School
Bachelor’s Degree (Finance)
2010-2014
University of Pennsylvania
Bachelor’s Degree (East Asian Studies)
2010-2014
Doshisha University
Japanese Studies
2012-2012
Chang Lee Skills
Asset Management
Customer Service
Data Analysis
Economics
Equity Research
Financial Analysis
Financial Modeling
Investments
JMP
Maple
Market Research
Mentoring
Microsoft Excel
Microsoft Office
Portfolio Management
PowerPoint
Public Speaking
Research
Teaching
Valuation
Chang Lee Summary
Chang Lee, based in Boston, MA, US, is currently a Partner at Finepoint Capital. Chang Lee brings experience from previous roles at Fidelity Investments, UBS Investment Bank, Private Advisors, LLC and Beautyman Alvstad. Chang Lee holds a 2014 - 2016 CFA Charterholder. With a robust skill set that includes Asset Management, Customer Service, Data Analysis, Economics, Equity Research and more. Chang Lee has 2 emails and 1 mobile phone numbers on RocketReach.
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