Will Lee Email & Phone Number
Investment Director (Product Specialist and Client Portfolio Manager) @ Wellington Management
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Will Lee Location
- Boston, MA, US
Will Lee Work
- 2016 -now Investment Director (Product Specialist and Client Portfolio Manager) @
- 2013 -2016 Vice President of Investment (Allocator and Manager Research) @ Permal Group
- 2011 -2013 Associate - Institutional Equity - Prime Brokerage @
- 2009 -2011 Associate - Commodities @
- 2007 -2008 Analyst - Dillon Read Capital Management and SPG Prop @
Will Lee Education
- Duke University
Bachelor of Science (BS)
2003-2007 - University of Chicago
Will Lee Skills
- Strategic Planning
- Customer Service
- Financial Analysis
- Strategy
- Leadership
- Alternative Investments
- Trading Strategies
- Public Speaking
- Commodity Markets
- Fixed Income
- Global Macro
- Options Pricing
- Valuation
- Managed Futures
- Structured Finance
- Counterparty Risk
- Portfolio Management
- Financial Modeling
- Derivatives
- Investments
- Bloomberg
- Prime Brokerage
- Futures
- Equities
- Volatility Arbitrage
- Credit Derivatives
- Proprietary Trading
- Asset Backed Securitization
- Commodity
- Credit Analysis
- Long/Short Equity
- Event Driven
- Options
- Hedge Funds
- Equity Trading
- Structured Products
Will Lee Summary
- Will Lee, based in Boston, MA, US, is currently a Investment Director (Product Specialist and Client Portfolio Manager) at Wellington Management. Will Lee brings experience from previous roles at Permal Group, Morgan Stanley and UBS Investment Bank. Will Lee holds a 2003 - 2007 Bachelor of Science (BS) @ Duke University. With a robust skill set that includes Strategic Planning, Customer Service, Financial Analysis, Strategy, Leadership and more. Will Lee has 3 emails and 3 mobile phone numbers on RocketReach.
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