Jonathan Lee Email & Phone Number
Managing Director, Equity Research @ Guggenheim Partners
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Jonathan Lee Location
- New York, NY, US
Jonathan Lee Work
- 2023 - now Managing Director, Equity Research @
- 2023 - 2023 Executive Director, Equity Research @
- 2021 - 2023 Vice President, Equity Research @
- 2018 - 2021 Senior Associate, Equity Research @
- 2016 - 2018 Associate, Equity Research @
- 2014 - 2016 Analyst, Equity Prime Brokerage @
- 2012 - 2014 Analyst, Investment Banking @
- 2009 - 2012 Smart Start Intern @
Jonathan Lee Education
- New York University - Leonard N. Stern School of Business
B.S., Finance, International Business
- The Bronx High School of Science
Advanced Regents Diploma
Jonathan Lee Skills
- Sales
- Customer Service
- Research
- Business Analysis
- Finance
- Equity Research
- Investments
- Equities
- Banking
- Microsoft Excel
- Investment Banking
- SDLC
- Unix
- SOA
- Application Architecture
- Enterprise Architecture
- Telecommunications
- Data Warehousing
- IT Strategy
- Oracle
- Software Project Management
- Agile Methodologies
- Systems Analysis
- Databases
- Business Intelligence
- Integration
- Solution Architecture
- IT Management
- Requirements Gathering
- Architecture
- Requirements Analysis
- Software Development
- Data Modeling
- ETL
- DB2
- Database Design
- Visio
- T Sql
- Architectures
- Disaster Recovery
- SSIS
- SharePoint
- SSRS
- IIS
- UML
- Retirement Planning
- Mutual Funds
- Retirement
- Asset Allocation
- Wealth Management
- Series 7
- Investment Strategies
- Investment Advisory
Jonathan Lee Summary
- Jonathan Lee, based in New York, NY, US, is currently a Managing Director, Equity Research at Guggenheim Partners. Jonathan Lee brings experience from previous roles at Morgan Stanley and Susquehanna International Group, LLP (SIG). Jonathan Lee holds a B.S., Finance, International Business @ New York University - Leonard N. Stern School of Business. With a robust skill set that includes Sales, Customer Service, Research, Business Analysis, Finance and more. Jonathan Lee has 3 emails and 1 mobile phone numbers on RocketReach.
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