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Patrick Lee Location
Cincinnati, OH, US
Patrick Lee Work
2026 -now Chief Financial Officer @
2026 -now Member of the Board of Advisors (AI Agents of Change Program) @
2025 -2026 Chief Transformation Officer @
2018 -2025 Chief Financial Officer @
2018 -2018 Vice President of Strategy @
2017 -2018 Founder and President @ Vortical Consulting
2015 -2017 Vice President, LTC Product and Business Development @
2014 -2015 Senior Vice President, Strategy and Investor Relations @
2010 -2014 Vice President, Investor Relations @
2008 -2010 Director, Investor Relations @
2007 -2008 Director, Investor and Media Relations @
2006 -2007 Manager, Investor and Media Relations @
2004 -2006 Manager, Investor Relations @
2002 -2004 Senior Analyst, Investor Relations @
2001 -2002 Financial Analyst, Zales Outlet @
2000 -2001 Financial Business Analyst, Zales Credit Services @
1999 -2000 Center Analyst, Jewelers National Bank @
1998 -1999 Assistant Authorization Manager, Jewelers National Bank @
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 Ashland University, Valeris 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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