Jon Lee Email & Phone Number
Senior Vice President, Head of Sales Enablement @ Cohen & Steers
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Jon Lee Location
- New York, NY, US
Jon Lee Work
- Senior Vice President, Head of Sales Enablement @ (January 2025 - Present)
- Board Member @ (June 2016 - Present)
- Chair, Board of Directors @ (July 2019 - July 2025)
- Governance Chair, Board of Directors @ (March 2017 - July 2019)
- Principal Product Manager, Global Data Warehouse Lead @ (May 2023 - December 2024)
- CRM and Client Intelligence Group Product Manager @ (June 2020 - May 2023)
- Vice President, Client Data Science @ (January 2015 - June 2020)
- Senior Associate, Client Information Strategy @ (June 2013 - December 2014)
- Digital Platform Specialist, Client Marketing @ (September 2011 - May 2013)
- Enterprise Learning and Collaboration Consultant @ (September 2010 - August 2011)
- Global Digital Platform Manager @ GBCHealth (January 2008 - August 2010)
- Digital Media Specialist @ GBCHealth (November 2006 - December 2007)
Jon Lee Education
- Wisconsin School of Business
BBA (Finance)
-
(Rotary Youth Exchange)
Jon Lee Skills
- Internal Product Management
- Investor Relations
- Market Research
- Wealth Management Services
- Financial Services
- Systems Thinking
- Investment Management
- P&L Forecasting
- Product Demonstration
- User Requirements
- Technical Requirements
- Social Influence
- Oral Communication
- Dashboards
- Programming Languages
- Portfolio Planning
- Coaching
- Record Of Success
- Interpersonal Skills
- Cross-functional Team Leadership
- Communication
- Key Metrics
- User Adoption
- Creative Ideation
- Publishing
- Personalization
- Team Management
- Finance
- Strategic Vision
- Technical Product Management
- Problem Solving
- New Product Rollout
- Digital Strategy
- Data Build Tool (DBT)
- Data Storytelling
- People Management
- Data Management
- Stakeholder Management
- Software as a Service (SaaS)
- Data-driven Decision Making
- Presentations
- Launch Strategies
- Sales Processes
- Data Science
- Data Analysis
- Data Warehousing
- Data Modeling
- Snowflake
- Fivetran ETL Tool
- Product Strategy
- Product Planning
- Product Innovation
- Financial Literacy
- Product Design
- Public Speaking
- Key Performance Indicators
- Business Strategy
- Business Case Preparation
- Asset Management
- Resource Allocation
- Product Road Mapping
- Technical Vision
- Product Promotion
- Executive Visibility
- Data Structures
- Executive Reporting
- Data Strategies
- Advanced Analytics
- Team Engagement
- Strategy
- Digital Marketing
- Product Development
- Business Analysis
- Product Management
- E-Learning
- User Experience
- Web Analytics
- Analytics
- E-learning Design
- User Experience (UX)
- Sales Enablement
- Knowledge Management
- Management
- Product Vision
- Marketing Analytics
- Strategic Roadmaps
- CRM Integration
Jon Lee Summary
- Jon Lee, based in New York, NY, US, is currently a Senior Vice President, Head of Sales Enablement at Cohen & Steers. Jon Lee brings experience from previous roles at South Bronx United and Sotheby's. Jon Lee holds a BBA in Finance @ Wisconsin School of Business. With a robust skill set that includes Internal Product Management, Investor Relations, Market Research, Wealth Management Services, Financial Services and more. Jon Lee has 2 emails and 3 mobile phone numbers on RocketReach.
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