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Robert Lee
Experienced Finance and M&A Professional
Robert Lee is a versatile finance professional with over 10 years of experience in investment banking and corporate finance.
His expertise lies in M&A, equity and debt transactions, with a strong background in execution and process knowledge.
Robert is known for his effective communication and collaboration skills, having worked successfully with multiple teams and external parties.
He has a proven track record as a leader and mentor, having managed teams and trained analysts and associates in various business functions.
Robert holds a Master of Business Administration (MBA) with a focus on Accounting, Banking, and Corporate Finance from NYU Stern School of Business.
He also completed a Bachelor's degree in Business / Managerial Economics and Global Studies at the University of California, Santa Barbara.
Robert has held key roles at reputable organizations including Jefferies, Nomura, and JPMorgan Chase, where he served in positions ranging from Associate to Vice President.