Yi Lee Email & Phone Number
Sr. Software Equity Research Analyst - Managing Director @ StoneX Payments
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Yi Lee Location
- New York, NY, US
Yi Lee Work
- Sr. Software Equity Research Analyst - Managing Director @ (December 2025 - Present)
- Sr. Software Equity Research Analyst - Vice President @ (August 2022 - December 2025)
- Software Equity Research Analyst - Vice President @ (February 2022 - May 2022)
- Software Equity Research - Vice President @ (February 2021 - August 2021)
- Software Equity Research - Director @ (December 2018 - February 2021)
- Investment Associate @ (April 2018 - September 2018)
- Equity Research Associate @ (February 2017 - July 2017)
- Equity Research Associate @ (August 2016 - February 2017)
- Equity Research Associate @ CRT Capital Group LLC (March 2015 - June 2016)
- Senior Investment Analyst (Private Equity) - Vice President @ (April 2014 - March 2015)
- Senior Valuation and Financial Analyst @ (August 2013 - March 2014)
- Manager - M and A Transaction Advisory Services @ (December 2010 - August 2013)
- Senior Associate - Alternative Investments @ (January 2005 - November 2010)
- Intern - Financial Analyst and Sales @ (June 2004 - August 2004)
- Extern - Summer Leadership Program @ (July 2004 - July 2004)
- Intern - Financial Analyst @ (January 2003 - August 2003)
- Extern - Leadership Development Program @ (June 2003 - June 2003)
Yi Lee Education
- Binghamton University
B.S. (Accounting Major with honors and Finance Concentration)
Yi Lee Skills
- Due Diligence
- Private Equity
- Accounting
- Assurance
- Financial Modeling
- Internal Controls
- Valuation
- CPA
- Microsoft Excel
- US GAAP
- Auditing
- Financial Analysis
- Capital Markets
- Financial Services
- Banking
- Mergers & Acquisitions
- Hedge Funds
- Alternative Investments
- Derivatives
- Mergers
- Bloomberg
- Equity Research
- Credit Analysis
- Fundamental Analysis
- Investment Management
- Investment Analysis
- Investment Research
- Writing
- Exchanges
- Financial Advisory
- Capital Structure
- Luxury
- Screening
- Google Groups
- Adobe Contribute
- Insurance
- Portfolio
- Retail
- BDC
- Consideration
- Foundation
- Investments
- Insightful
- Mortgage Lending
- Project Based
- Combination
- Finance
- Publishing
- Investment Valuation
- Serving
- Exits
- Equities
- Stage
- Industry Research
- Attachment
- Savvy
- Securities
- Seed
- Acquisitions
- Real Estate
- Ranges
- Founding
- Training
- Deloitte
- Asset
- Weaknesses
- Financial Research
- Mission Critical
- Buyouts
- Management
- Research
- IPO
- Venture Capital
- Resume
- REIT
- Mergers and Acquisitions
- Brokers
- Designations
- High Performance Computing
- Analysis
- Series 7
- Write Ups
- Chartered Financial Analyst
Yi Lee Summary
- Yi Lee, based in New York, NY, US, is currently a Sr. Software Equity Research Analyst - Managing Director at StoneX Group Inc.. Yi Lee brings experience from previous roles at Cantor Fitzgerald, Berenberg Capital Markets, Cowen Inc. and Oppenheimer & Co. Inc.. Yi Lee holds a B.S. in Accounting Major with honors and Finance Concentration @ Binghamton University. With a robust skill set that includes Due Diligence, Private Equity, Accounting, Assurance, Financial Modeling and more. Yi Lee has 2 emails and 2 mobile phone numbers on RocketReach.
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