Paul Lee Email & Phone Number
Chief Information Officer - Transactional Risk @ Marsh McLennan
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Paul Lee Location
- New York, NY, US
Paul Lee Work
- Chief Information Officer - Transactional Risk @ (March 2023 - Present)
- Assistant Vice President - Transactional Risk @ (November 2019 - March 2023)
- Acquisitions Analyst @ (August 2018 - October 2019)
- Senior Analyst - REITS @ (March 2018 - August 2018)
- Analyst - REITS @ (June 2017 - February 2018)
- Office Assistant @ (June 2016 - May 2017)
- Pharmacy Intern @ (July 2013 - June 2015)
Paul Lee Education
- Baruch College
B.B.A. (Finance)
2015-2017 - St. John's University
PharmD. Candidate (Pharmacy)
2010-2014 - CFA Institute
CFA Level II Candidate
2022 - Global Association of Risk Professionals (GARP)
Individual Membership
2018
Paul Lee Skills
- Algorithmic Trading
- Bloomberg Terminal
- CoStar
- FactSet
- Finance
- Financial Analysis
- Financial Modeling
- Google Docs
- Investments
- Machine Learning Algorithms
- Microsoft Access
- Microsoft Excel
- Microsoft Office
- Microsoft Power BI
- Microsoft Power Query
- Microsoft Word
- Pharmacy
- PostgreSQL
- PowerPoint
- Private Equity
- Python (Programming Language)
- Real Estate Acquisitions
- Real Estate Due Diligence
- Real Estate Investment Trust (REIT)
- Real Estate Private Equity
- SQL
- Strategic Planning
- Tableau
- Teamwork
- Underwriting
- Valuation
- Visual Basic for Applications (VBA)
- Writing
Paul Lee Summary
- Paul Lee, based in New York, NY, US, is currently a Chief Information Officer - Transactional Risk at Marsh McLennan. Paul Lee brings experience from previous roles at Marsh McLennan, TGM Associates and Ipreo. Paul Lee holds a 2015 - 2017 B.B.A. in Finance @ Baruch College. With a robust skill set that includes Algorithmic Trading, Bloomberg Terminal, CoStar, FactSet, Finance and more.
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