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James Lee Location
La Grange, IL, US
James Lee Work
2020 -now Finance Manager @
2018 -2019 Chief Operating Officer @
2018 -2019 Portfolio Manager Merchant Services @
1999 -2018 Director of Fund Administration @
1999 -2012 Director of Operations @
1990 -1999 Program Adminstrator @
1986 -1990 Fund Accounting Supervisor @ Stein Roe & Farnham
James Lee Education
Benedictine University
MBA (Finance)
1986-1989
Western Illinois University
BS (Accounting)
1980-1984
James Lee Skills
Accounting
Investments
Financial Reporting
Audit
Compliance
Excel
Microsoft Office
Mutual Funds
Microsoft Excel
Auditing
Leadership
Management
Customer Service
Asset Management
CRM
Investment Advisory
Financial Services
Analysis
Equities
Fund Administration
Finance
Fund Accounting
Research
Mergers and Acquisitions
James Lee Summary
James Lee, based in La Grange, IL, US, is currently a Finance Manager at St. Jude League. James Lee brings experience from previous roles at Velocity Merchant Services and Christian Brothers Investment Services. James Lee holds a 1986 - 1989 MBA in Finance @ Benedictine University. With a robust skill set that includes Accounting, Investments, Financial Reporting, Audit, Compliance and more. James Lee has 1 emails and 2 mobile phone numbers on RocketReach.
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