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    Rich Lee

    Enabling Scaled Digital Transformation Securely & Compliantly | Business Development at Symphony.com

    Rich Lee is a seasoned finance professional who has made a name for himself as a Managing Director and Head of Global Principal Investments at Bofa Global Principal Investments. With a Bachelors in Finance from the prestigious NYU Stern School of Business, Lee has played an instrumental role in several significant organizations, including Symphony.com, Visible Alpha, and Fxspotstream LLC, where he was a board member. As a former board member of Tradeweb, Traiana, CHX Holdings, Inc, and Trade Ideas LLC, Lee boasts impressive credentials in the financial world. Before his successful stint in principal investments, Lee worked as an Investment Banking Summer Analyst at Merrill Lynch and in Transaction Services at KPMG UK.

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    Rich Lee
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    Experience

    Business Development / Account Manager at Symphony (August 2019 - Present)
    Consultant at Symphony (December 2018 - August 2019), Associate (Advisory) at KPMG Singapore (December 2017 - April 2018)

    Education

    Bachelor of Social Sciences (Honours) in Economics and Political Science at National University of Singapore; 2022 Level I CFA Candidate at CFA Institute

    Location

    New York City Metropolitan Area