James Lee Email & Phone Number

Director - Operational Risk @ Optum Bank

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James Lee Location

Draper, UT, US

James Lee Work

Director - Operational Risk @ (January 2024 - Present)
VP Operational Risk @ (September 2022 - December 2023)
Director - Country Head Risk and Control @ (November 2018 - September 2022)
Senior Manager Risk Management @ (August 2015 - August 2018)
BNY and Mellon Company @ Albridge, an Affiliate of Pershing (December 2011 - August 2015)
Control Associate @ (March 2005 - July 2011)
Sr. Analyst - Manager @ Harding Loevner Asset Management (August 2004 - March 2005)
AVP @ (July 1996 - December 2003)

James Lee Education

Pace University
Master of Business Administration (M.B.A.) (Finance)
2001-2004
Rowan University
Bachelor of Science - BS (Finance and Financial Management Services)

James Lee Skills

Alternative Investments
Asset Management
Bloomberg
Bloomberg Terminal
Derivatives
Enterprise Risk Management
Equities
Financial Services
Fixed Income
Hedge Funds
Internal Controls
Investment Management
Middle Office
Mutual Funds
Operational Risk Management
Options
Process Control
Process Improvement
Quality Assurance
RCSA
Risk Assessment
Risk Management
Root Cause Analysis
Securities
Swaps
Trading
Trading Systems
Wealth Management
Business Units
Customer Service
Technical Solutions
Written
Meetings
Internal Audit
Institutional Accounts
Shell Scripting
Margin Improvement
Replication
Portfolio Management
Murex
Communication
Performance Tuning
Insurance
Cell
Oracle
Conclusions
Account Reconciliation
Conflicts
Workflow
Veterans
Unix Shell Scripting
Yahoo
Mortgage Lending
Database Administration
SAN
Security
High Availability
Axys
Resolve
Covert
Cash
Month End
Profit
Finance
Retail
Sybase
Custodians
Interfaces
Proven Leader
Solaris
Quality Processes
Hp Ux
Operations
External Audit
Automation
Reports
Achieve Results
Accounting
Supply Chain Management
Managerial Finance
Project Management
Business Process Improvement
PowerPoint
Data Center
Microsoft Excel
Market Value
Servers
Data Warehousing
Returns
Testing
Financial Markets
Linux
SQL
Futures
IT Operations
Policies and Procedures
Disaster Recovery
IT Management
Unix
Business Continuity
Profit and Loss
Test Scripts
Reporting
Auditing
Organizational Structure
Portfolio
Data Migration
Advent
Home
Escalation
Management
Architecture
Sybase Products
Information Security
Veritas
GoldenGate
Microsoft Word
Databases
Analysis
Work Ethic
Coordinated
Control Environment
FX Options
Sybase ASE
Interest Rates
Presentations
Coordinate
C
Back Office
System Administration
Transactional

James Lee Summary

James Lee, based in Draper, UT, US, is currently a Director - Operational Risk at Optum Bank. James Lee brings experience from previous roles at Goldman Sachs, Standard Chartered Bank, E*TRADE Financial Corporation and Albridge, an Affiliate of Pershing. James Lee holds a 2001 - 2004 Master of Business Administration (M.B.A.) in Finance @ Pace University. With a robust skill set that includes Alternative Investments, Asset Management, Bloomberg, Bloomberg Terminal, Derivatives and more. James Lee has 1 emails and 1 mobile phone numbers on RocketReach.