Jonathan Lee Location
New York, NY, US
Jonathan Lee Work
- 2023 - now Director @ DFP Partners
- 2021 - 2023 Associate Director @ DFP Partners
- 2021 - 2021 Owner @ Lee Compliance Solutions
- 2019 - 2021 Director @ Stash
- 2017 - 2019 Chief Compliance Officer @ The Midway Group, L.P.
- 2015 - 2017 Compliance Manager @ Lazard Asset Management
- 2013 - 2014 Compliance Officer @ Alden Global Capital
- 2011 - 2013 Compliance Analyst @ Soros Fund Management LLC
- 2010 - 2011 Compliance Associate @ Harbinger Capital Partners, LLC
- 2008 - 2010 Senior Compliance Associate @ Avenue Capital Group
Jonathan Lee Education
- Wine & Spirit Education Trust
Level One - Wine
2024 - University of West Georgia
MA (Sociology)
- University of West Georgia
BA (English)
Jonathan Lee Skills
- Securities
- Trading
- Alternative Investments
- Investments
- Bloomberg
- Disaster Recovery
- Fixed Income
- Policy
- Mutual Funds
- Capital Markets
Jonathan Lee Summary
Jonathan Lee, based in New York, NY, US, is currently a Director at DFP Partners. Jonathan Lee brings experience from previous roles at DFP Partners, Lee Compliance Solutions, Stash and The Midway Group, L.P.. Jonathan Lee holds a Level One - Wine @ Wine & Spirit Education Trust. With a robust skill set that includes Securities, Trading, Alternative Investments, Investments, Bloomberg and more. Jonathan Lee has 3 emails and 3 mobile phone numbers on RocketReach.
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Top DFP Partners Employees
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Scott Daniels
Founder at DFP Partners
New York, NY, US34 -
Peter van de Beek
Associate Director at DFP Partners
New York, NY, US12 -
Anthony Shaw
Accounting Manager at DFP Partners
New York, NY, US13 -
John Cullinane
Senior Managing Director and Partner; CAMS at DFP Partners
Middletown, NJ, US35 -
Mel Cosio
Director at DFP Partners
Uniondale, NY, US45+ -
Doreen Vega
Accounting Manager at DFP Partners
New York, NY, US55+ -
Karan Lohia
Senior Accountant at DFP Partners
Green Bay, WI, US22 -
Laura Kelleman
Office Manager at DFP Partners
New York, NY, US13 -
Rick Daniels
Senior Partner at DFP Partners
New York, NY, US24 -
Alex Krzak
Associate Director of Operations at DFP Partners
New York, NY, US13 -
Leroy Evans
Tax Manager at DFP Partners
Plainfield, NJ, US13 -
Andrew Miller
Partner, CPA at DFP Partners
United States11 -
Daniel Dwyer
Associate Director at DFP Partners
Brea, CA, US12 -
Timothee Legros
Staff Accountant at DFP Partners
New York, NY, US12 -
Janice Parise
Partner at DFP Partners
New York, NY, US1 -
Kimberly Picerno
Senior Accountant at DFP Partners
Bay Shore, NY, US23 -
Michael Glynn
Principal at DFP Partners
New York, NY, US25+
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