Jake Lee Email & Phone Number
Director @ Capstone Headwaters
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Jake Lee Location
- Atlanta, GA, US
Jake Lee Work
- 2026 - now Director @
- 2023 - 2026 Director @
- 2019 - 2023 Vice President @
- 2017 - 2019 Investment Banking Associate @
- 2014 - 2015 Private Equity Associate @
- 2010 - 2014 Equity Research Associate @
Jake Lee Education
- Duke University - The Fuqua School of Business
Master of Business Administration (MBA) (Banking, Corporate finance)
2015 - 2017 - The University of Texas at Austin
Bachelor of Business Administration (B.B.A.) (Accounting and Finance)
2005 - 2009
Jake Lee Skills
- Financial Modeling
- Equities
- Valuation
- Financial Analysis
- Investments
- Bloomberg
- Portfolio Management
- Capital Markets
- Finance
- Equity Research
- Private Equity
- Business Valuation
- Emerging Markets
- Investment Banking
- Due Diligence
- Mergers & Acquisitions
- Microsoft Excel
- Management
- Microsoft Office
- Financial Engineering
- Mergers and Acquisitions
Jake Lee Summary
- Jake Lee, based in Atlanta, GA, US, is currently a Director at Capstone Partners. Jake Lee brings experience from previous roles at Janney Montgomery Scott LLC, Union Square Advisors LLC, Moelis & Company and EQ Partners. Jake Lee holds a 2015 - 2017 Master of Business Administration (MBA) in Banking, Corporate finance @ Duke University - The Fuqua School of Business. With a robust skill set that includes Financial Modeling, Equities, Valuation, Financial Analysis, Investments and more. Jake Lee has 2 emails and 2 mobile phone numbers on RocketReach.
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