Jenni Lee Email & Phone Number
Managing Director @ Cliffwater
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Jenni Lee Location
- San Francisco, CA, US
Jenni Lee Work
- 2024 -now Managing Director @
- 2019 -now Investor - Series A @
- 2024 -now Adjunct Professor @
- 2021 -2023 Senior Principal, Business Development @
- 2018 -2021 Senior Account Executive and Business Development, Gartner Invest @
- 2016 -2018 Managing Director, Head of Business Development and Sales, Innovation and Advisory Solutions, Americas @
- 2011 -2016 Director, Global Provider Strategy @
- 2007 -2011 Vice President, Senior Index Specialist @
- 2002 -2007 Vice President, Institutional Equity Sales and Trading @
- 1998 -2003 Consultant, Strategy and Operations @
Jenni Lee Education
- UCLA Anderson School of Management
MBA (Concentration in Finance and Entrepreneurial Studies (full tuition sponsorship))
- Trinity University
Bachelor’s Degree, Magna cum Laude (Communication and Business Administration (double major))
- Institute for Shipboard Education: Semester at Sea
Study Abroad Program
Jenni Lee Skills
- New Business Development
- Guest Lecturing
- University Lecturing
- Equities
- Strategy
- Hedge Funds
- Business Development
- Commercialization
- Investment Strategies
- Investment Management
- Asset Management
- Business Strategy
- Product Innovation
- Customer Retention
- Big Data
- Alternative Investments
- Private Equity
- Asset Allocation
- Analytics
- Investments
- Relationship Management
- Fixed Income
- Portfolio Management
- Financial Modeling
- Capital Markets
- Bloomberg
- Series 7
- Derivatives
- Valuation
- Mutual Funds
- ETFs
- Leadership
- Strategic Partnerships
- Consultative Sales Management
- Sales Organization Leadership
- Negotiation
- FinTech
- MBA
- Strategic Thinking
- Management
- Sponsorship
Jenni Lee Summary
- Jenni Lee, based in San Francisco, CA, US, is currently a Managing Director at Cliffwater. Jenni Lee brings experience from previous roles at Einride, Skyline College, BNY Mellon and Gartner. Jenni Lee holds a MBA in Concentration in Finance and Entrepreneurial Studies (full tuition sponsorship) @ UCLA Anderson School of Management. With a robust skill set that includes New Business Development, Guest Lecturing, University Lecturing, Equities, Strategy and more. Jenni Lee has 3 emails and 1 mobile phone numbers on RocketReach.
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