Joey Lee Email & Phone Number
Director, CFO Services @ Cresset
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Joey Lee Location
- Chicago, IL, US
Joey Lee Work
- Director, CFO Services @ (April 2026 - Present)
- Director, Finance and Accounting @ (April 2024 - April 2026)
- Associate Director, Finance and Accounting @ (April 2021 - April 2024)
- Supervisor - Finance and Accounting Outsourcing Services @ RSM US LLP (April 2019 - April 2021)
- Sr. Consultant, Fund Administration - Hedge Fund Services @ (January 2016 - April 2019)
- Staff Accountant @ (August 2014 - December 2015)
- Staff Accountant @ (May 2013 - August 2014)
Joey Lee Education
- Gies College of Business - University of Illinois Urbana-Champaign
Master of Science - MS (Accounting)
2011-2012 - Gies College of Business - University of Illinois Urbana-Champaign
Bachelor of Science - BS (Accounting)
2007-2011
Joey Lee Skills
- Treasury Management
- Corporate Finance
- Financial Accounting
- Financial Reporting
- Accounting
- Tax
- Audit
- Microsoft Office
- Financial Analysis
- Business Analysis
- Data Analysis
- Cost Analysis
- Competitive Analysis
- Research
- Social Media
- CPA
- QuickBooks
- Analysis
- Accounts Payable
- Auditing
- Crunching Numbers
- Analytical Skills
- Customer Service
- Mathematics
- Fund Services
- Community Service
- PowerPoint
- CCH
- Community Action
- Code
- Exams
- Sports
- Fund Administration
- Community
- Relay For Life
- Korean
- Networking
- Students
- Cost
- English
- Distress
- Finance
- Cleaning
- Active
- Honor
- Software
- Microsoft Word
- Microsoft Excel
- Foreign Languages
- Bookkeeping
- Technical Support
- Cancer
- Recreation
- Courts
- American
- Science
- Religious Studies
- Meetings
- Childcare
- Spanish
- Services
- Church Events
- Aid
Joey Lee Summary
- Joey Lee, based in Chicago, IL, US, is currently a Director, CFO Services at Cresset. Joey Lee brings experience from previous roles at Cresset, RSM US LLP and Northern Trust Corporation. Joey Lee holds a 2011 - 2012 Master of Science - MS in Accounting @ Gies College of Business - University of Illinois Urbana-Champaign. With a robust skill set that includes Treasury Management, Corporate Finance, Financial Accounting, Financial Reporting, Accounting and more. Joey Lee has 2 emails and 1 mobile phone numbers on RocketReach.
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