James Lee Email & Phone Number
Director - Operational Risk @ Optum Bank
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James Lee Location
- Draper, UT, US
James Lee Work
- 2024 -now Director - Operational Risk @
- 2022 -2023 VP Operational Risk @
- 2018 -2022 Director - Country Head Risk and Control @
- 2015 -2018 Senior Manager Risk Management @
- 2011 -2015 BNY and Mellon Company @ Albridge, an Affiliate of Pershing
- 2005 -2011 Control Associate @
- 2004 -2005 Sr. Analyst - Manager @ Harding Loevner Asset Management
- 1996 -2003 AVP @
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
- Hedge Funds
- Alternative Investments
- Fixed Income
- Derivatives
- Wealth Management
- Bloomberg
- Trading Systems
- Investment Management
- Equities
- Options
- Securities
- Mutual Funds
- Middle Office
- Swaps
- Bloomberg Terminal
- Financial Services
- Asset Management
- Trading
- 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
- Internal Controls
- 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 Hedge Funds, Alternative Investments, Fixed Income, Derivatives, Wealth Management and more. James Lee has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Optum Bank Employees
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Salt Lake City, UT, US
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Riverton, UT, US
Gary Murray
Chief Credit Officer
Draper, UT, US
Zack Volk
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Salt Lake City, UT, US
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Andre Dubreuil
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Adam Farr
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Jagdeep Dayal
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Jun Song
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Megan Bigelow
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