Vincent Lee

Vincent Lee is an accomplished subject matter expert with over fifteen years of experience in financial systems and project delivery, specializing in Wealth and Hedge Fund trading systems, particularly on the Charles River trading platform.

Vincent has a proven track record of leadership and mentorship, excelling in forming high-performance teams and effectively managing complex projects. He is known for his ability to step into challenging situations and successfully turn around projects, ensuring their timely and successful completion.

His expertise spans equity financial products, direct market access, smart routing for equities and derivatives, risk management of OTC equity structured products, trade capture, delta hedging, and program trading. He also possesses a strong understanding of macro products including fixed income and FX instruments, with extensive experience in the Charles River IMS product, including a V9 upgrade.

Vincent is well-versed in implementing Semarchy MDM solutions, having successfully designed and implemented an MDM solution for a major organization, managing a significant data integration initiative within the firm. Additionally, he has a proficient background in Microsoft PowerBI and Business Intelligence reporting, having developed PowerBI dashboards and leveraged the system in an enterprise setting.

Vincent holds an MBA in Finance from Carnegie Mellon University - Tepper School of Business and a BA in Economics and Computer Science from the University of California, Berkeley. Throughout his career, he has held impactful roles at reputable organizations such as PIMCO, Wells Fargo, Vanguard, Deutsche Bank Asset Management, RBC Global Asset Management, TPG-Axon Capital, and IBM Corporation, demonstrating his versatile skill set and ability to deliver results.

Vincent's diverse experience, coupled with his strong leadership skills, technical proficiency, and in-depth knowledge of financial systems, make him a valuable asset in the financial services industry.