David Lee Location
- Calera, AL, US
David Lee Work
- 2025 -now Vice President of Sales @
- 2009 -2025 SVP - Director Fixed Income Trading and Capital Markets @
- 2009 -2009 VP @ Fundamental Brokers
- 2001 -2009 Director - Fixed Income Trader @
- 1999 -2001 Vice President - Mortgage Trading @
- 1990 -1999 Vice President - Mortgage Trading @
- 1986 -1990 Controller @ Seven Oaks International
- 1982 -1986 Senior Financial Analyst @ Federal Express
David Lee Education
- CBA Executive Banking School
(Banking, Management, Retail)
2012-2015 - University of Chicago
Master of Business Administration
2011 - The University of Chicago Booth School of Business
Master of Business Administration
2008-2011 - University of Virginia
Bachelor of Arts (Economics)
1993-1997
David Lee Skills
- Portfolio Management
- Bloomberg
- Risk Management
- Access
- Excel
- Fixed Income Trading
- Financial Modeling
- Trading
- Fixed Income
- Microsoft Excel
- Capital Markets
- Analysis
- Investments
- Bonds
- Securities
- FINRA
- Series 7
- Structured Products
- Accounting
- Equities
- Alternative Investments
- Financial Analysis
- Series 63
- Management
- Series 24
- Finance
- Hedging
- Bloomberg Terminal
- Sales
- Marketing
- Project Management
- Customer Service
- Strategy
- Leadership
- Banking
- Financial Services
- Change Management
- Business Strategy
- Innovation
- Strategic Planning
- Strategic Partnerships
- Crushing It
- Six Sigma
- Business Innovation
- Valuation
- Analytics
- Marketing Strategy
- Product Development
- Innovation Management
- Venture Capital
- Data Analysis
- Credit Cards
- Credit Risk
- Strategic Analysis
- Wealth Management
- Economics
- Information Technology
- Mortgage Lending
- Data Science
- Cultural Change Initiatives
- Data Visualization
- Usability
- Web Design
- Web Development
- Private Banking
- Lean Process Improvement
- Design Thinking
David Lee Summary
- David Lee, based in Calera, AL, US, is currently a Vice President of Sales at Brean Capital, LLC. David Lee brings experience from previous roles at Capital Institutional Services, Fundamental Brokers, SunTrust Bank and RBC Dain Rauscher. David Lee holds a 2012 - 2015 CBA Executive Banking School. With a robust skill set that includes Portfolio Management, Bloomberg, Risk Management, Access, Excel and more. David Lee has 2 emails and 2 mobile phone numbers on RocketReach.
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