Dan Lee Email & Phone Number
Chief Operating Officer @ Quantify Funds
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Dan Lee Location
- El Dorado Hills, CA, US
Dan Lee Work
- Chief Operating Officer @ (July 2023 - Present)
- Chief Operating Officer @ (February 2023 - Present)
- Co-Founder @ (October 2023 - Present)
- Associate Director, Gemini Fund Solutions @ (June 2021 - July 2022)
- Operations (ETF Market Making Desk) @ (July 2016 - June 2021)
- AVP Product Strategy @ (June 2015 - May 2016)
- Manager @ (November 2011 - April 2015)
- Operations Associate @ (July 2010 - November 2011)
- Analyst @ Strategic Value Partners (December 2007 - June 2010)
- Analyst @ (July 2006 - November 2007)
- Intern @ (June 2004 - August 2004)
Dan Lee Education
- Wesleyan University
Bachelor of Arts (Economics)
2002-2006 - The Hotchkiss School 1999-2002
Dan Lee Skills
- ETF Creation/Redemption Process
- Operations Management
- Treasury Management
- Collateral Management
- ETFs
- Due Diligence
- Institutional Sales
- Cash Management
- Sales Operations
- Cryptocurrency
- Digital Asset Management
- Bloomberg
- Excel
- Pricing
- Outlook
- Word
- Microsoft Office
- SQL
- PowerPoint
- Reconciliation
- Citrix
- Data Analysis
- Hedge Funds
- Financial Reporting
- Account Reconciliation
- Analysis
- Asset Management
- Alternative Investments
- Economics
- Capital Markets
- Fixed Income
- Investments
- Investment Banking
- Microsoft Excel
- Portfolio Management
- Marketing
- Securities
- Valuation
- Trading
- Equities
Dan Lee Summary
- Dan Lee, based in El Dorado Hills, CA, US, is currently a Chief Operating Officer at Quantify Funds. Dan Lee brings experience from previous roles at Quantify Chaos, Korean Language and Cultural Center of Sacramento (KLCCSac), Gemini and Virtu Financial. Dan Lee holds a 2002 - 2006 Bachelor of Arts in Economics @ Wesleyan University. With a robust skill set that includes ETF Creation/Redemption Process, Operations Management, Treasury Management, Collateral Management, ETFs and more. Dan Lee has 7 emails and 6 mobile phone numbers on RocketReach.
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