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Jacob Lee Location
New York, NY, US
Jacob Lee Work
Vice President @ (June 2026 - Present)
Vice President @ (July 2024 - June 2026)
Vice President @ (June 2022 - July 2024)
M and A Associate @ (November 2021 - June 2022)
Private Equity Associate @ (November 2020 - November 2021)
Senior Associate @ (June 2018 - November 2020)
Associate @ (October 2016 - June 2018)
Wealth Management Intern @ (January 2015 - June 2015)
Wealth Management Intern @ (September 2011 - December 2013)
Jacob Lee Education
Northeastern University
Bachelor of Science in Business Administration (Concentration: Marketing and Finance, Minor: Economics)
2013-2016
Honeoye Falls-Lima Central School District
Jacob Lee Skills
Bloomberg Terminal
Customer Service
Microsoft Excel
Microsoft Office
Microsoft Word
Public Speaking
Sales Force
Social Media
Jacob Lee Summary
Jacob Lee, based in New York, NY, US, is currently a Vice President at Cascadia. Jacob Lee brings experience from previous roles at Intrepid Investment Bankers, Capstone Partners, Inflection Brands and IHS Markit. Jacob Lee holds a 2013 - 2016 Bachelor of Science in Business Administration in Concentration: Marketing and Finance, Minor: Economics @ Northeastern University. With a robust skill set that includes Bloomberg Terminal, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word and more. Jacob Lee has 1 emails and 2 mobile phone numbers on RocketReach.
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