Director, Commercial Operations @ (April 2018 - April 2019)
Global Head - Training and Organizational Development @ (January 2017 - April 2018)
Director - Client Services @ (January 2011 - January 2017)
Associate Director, Client Services @ (April 2008 - December 2010)
Manager, Client Services @ (March 2007 - April 2008)
Analyst - Client Development @ (February 2006 - February 2007)
Pricing Analyst @ (July 2005 - February 2006)
Junior Analyst @ (January 2003 - July 2005)
Julia Lee Education
Baruch College
BBA (Finance & Investments)
2001-2005
Julia Lee Skills
Capital IQ
Microsoft Excel
Customer Service
Process Improvement
Business Process Management
Quality Assurance
Management
Financial Modeling
Team Leadership
Salesforce.com
Financial Markets
Equities
Excel
Microsoft Office
Valuation
Lean Six Sigma
Black Belt
Project Management
Knowledge Management
Hiring
Operations Management
Customer Satisfaction
Financial Analysis
Investments
Analysis
Finance
Financial Services
Capital Markets
Julia Lee Summary
Julia Lee, based in New York, NY, US, is currently a VP, Banker Automation, Product Management at FactSet. Julia Lee brings experience from previous roles at S&P Global Market Intelligence and S&P Capital IQ. Julia Lee holds a 2001 - 2005 BBA in Finance & Investments @ Baruch College. With a robust skill set that includes Capital IQ, Microsoft Excel, Customer Service, Process Improvement, Business Process Management and more. Julia Lee has 2 emails and 3 mobile phone numbers on RocketReach.
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