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Patrick Lee Location
Cincinnati, OH, US
Patrick Lee Work
Chief Financial Officer @ (July 2026 - Present)
Chief Transformation Officer @ (May 2025 - July 2026)
Member of the Board of Advisors (AI Agents of Change Program) @ (June 2026 - Present)
Chief Financial Officer @ (November 2018 - May 2025)
Vice President of Strategy @ (March 2018 - November 2018)
Founder and President @ Vortical Consulting (October 2017 - March 2018)
Vice President, LTC Product and Business Development @ (August 2015 - August 2017)
Senior Vice President, Strategy and Investor Relations @ (December 2014 - August 2015)
Vice President, Investor Relations @ (October 2010 - December 2014)
Director, Investor Relations @ (December 2008 - October 2010)
Director, Investor and Media Relations @ (May 2007 - December 2008)
Manager, Investor and Media Relations @ (September 2006 - May 2007)
Manager, Investor Relations @ (August 2004 - September 2006)
Senior Analyst, Investor Relations @ (April 2002 - July 2004)
Financial Analyst, Zales Outlet @ (August 2001 - March 2002)
Financial Business Analyst, Zales Credit Services @ (January 2000 - August 2001)
Center Analyst, Jewelers National Bank @ (February 1999 - January 2000)
Assistant Authorization Manager, Jewelers National Bank @ (September 1998 - January 1999)
Patrick Lee Education
The University of Texas at Arlington
Master of Professional Accounting (Accounting)
2002-2007
Loyola University Maryland
Bachelor of Business Administration (BBA) (International Business, Economics)
1994-1998
Patrick Lee Skills
Digital Marketing
Financial Markets
Human Resources (HR)
Employee Benefits Design
Investor Relations
Strategic Communications
Competitive Analysis
Strategic Planning
Corporate Finance
Business Strategy
Media Relations
Management
Financial Analysis
Forecasting
Financial Modeling
Healthcare
Strategy
Finance
Strategic Partnerships
Market Research
Business Analysis
SEC filings
Press Releases
Program Management
Leadership
Corporate Communications
Financial Forecasting
Capital Markets
Marketing
Strategic Thinking
Strategic Alliances
Presentation Skills
Client Presentation
Product Development
Acquisition Integration
Development
Business Development
JavaScript
Social Media Marketing
Patrick Lee Summary
Patrick Lee, based in Cincinnati, OH, US, is currently a Chief Financial Officer at Valeris. Patrick Lee brings experience from previous roles at Valeris, Ashland University and PharmaCord. Patrick Lee holds a 2002 - 2007 Master of Professional Accounting in Accounting @ The University of Texas at Arlington. With a robust skill set that includes Digital Marketing, Financial Markets, Human Resources (HR), Employee Benefits Design, Investor Relations and more. Patrick Lee has 2 emails and 2 mobile phone numbers on RocketReach.
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