2019 -
now VP, Banker Automation, Product Management @
2018 -
2019 Director, Commercial Operations @
2017 -
2018 Global Head - Training and Organizational Development @
2011 -
2017 Director - Client Services @
2008 -
2010 Associate Director, Client Services @
2007 -
2008 Manager, Client Services @
2006 -
2007 Analyst - Client Development @
2005 -
2006 Pricing Analyst @
2003 -
2005 Junior Analyst @
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 1 mobile phone numbers on RocketReach.
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