Joseph Lee

Joseph Lee is the Chief Financial Officer (CFO) and Head of Finance at RetailStat, a position he has held since October 2023.1 With a strong background in finance and business administration, Lee brings extensive experience to his role at RetailStat.

Professional Experience

Prior to joining RetailStat, Joseph Lee had a notable career at S&P Global, where he served as Senior Director of Capital Management and Enterprise FP&A from March 2018 to October 2023.1 In this role, he was responsible for:

• Company budgeting
• Financial forecasting
• Presenting to the Board of Directors

Lee also played a significant role in capital management at S&P Global, including:

• Merger refinancing
• Corporate development during major mergers, such as the $44 billion merger with IHS Markit1

Earlier in his career, Joseph Lee worked in investment banking at Citi, where he was involved in notable M&A transactions.1 His professional journey also includes service in the ROC Army and a position as a financial analyst at Dell.1

Education

Joseph Lee's educational background is impressive:

• MBA from Columbia Business School
• Double Bachelor's degree in Finance and Business Administration from National Taiwan University1

Role at RetailStat

As CFO and Head of Finance at RetailStat, Joseph Lee is a key member of the company's leadership team.23 He is responsible for:

• Leading finance operations
• Strategic planning
• Contributing to the overall direction and vision of the company

Joseph Lee's expertise and experience make him an integral part of RetailStat's efforts to maintain its position as a leading provider of retail intelligence solutions.3