Katie Lee Email & Phone Number
Senior Director, Wealth and Intermediaries @ Permira
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Katie Lee Location
- London, England, GB
Katie Lee Work
- Senior Director, Wealth and Intermediaries @ (June 2026 - Present)
- Senior Director Private Markets @ (February 2025 - June 2026)
- Alternative Investments Specialist EMEA, SVP @ (August 2021 - February 2025)
- Director, Head of Hedge Fund Distribution UK @ (January 2016 - August 2021)
- Alternative Investment Specialist EMEA, Switzerland @ (March 2013 - December 2015)
- Investment Specialist, Hong Kong and Greater China @ (January 2010 - March 2013)
- Graduate Trainee @ (July 2008 - December 2009)
Katie Lee Education
- The Chinese University of Hong Kong
Bachelor of Business Administration - BBA (Finance & Marketing / Minor Study: Japanese)
2004-2008 - Virginia Polytechnic Institute and State University
1 Year Exchange Program (Business Administration)
2006-2007 - Kyoto Sangyo University
Japanese Studies Programme (Japanese)
2006-2006
Katie Lee Skills
- Portfolio Management
- Bloomberg
- Capital Markets
- Microsoft Office
- Derivatives
- Financial Markets
- Financial Analysis
- Investment Advisory
- Mutual Funds
- Hedge Funds
- Wealth Management
- Investments
- Fixed Income
- Financial Modeling
- Alternative Investments
- Equities
- Asset Management
Katie Lee Summary
- Katie Lee, based in London, England, GB, is currently a Senior Director, Wealth and Intermediaries at Permira. Katie Lee brings experience from previous roles at Franklin Templeton, Citi and UBS. Katie Lee holds a 2004 - 2008 Bachelor of Business Administration - BBA in Finance & Marketing / Minor Study: Japanese @ The Chinese University of Hong Kong. With a robust skill set that includes Portfolio Management, Bloomberg, Capital Markets, Microsoft Office, Derivatives and more. Katie Lee has 3 emails and 4 mobile phone numbers on RocketReach.
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