Chief Executive Officer
Current
Sep 2024 - Present
AeroLeads people directory · profile
Dan Lee Email & Phone Number
Chief Executive Officer @ United Fidelity Bank | MBA in Finance
at
United Fidelity Bank
1 work email found
@executivecapitalco.com
2 phones found area 208 and 904
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Executive Officer @ United Fidelity Bank | MBA in Finance
Location
Indianapolis, Indiana, United States
Who is Dan Lee? Overview
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Quick answer
Dan Lee is listed as Chief Executive Officer @ United Fidelity Bank | MBA in Finance at United Fidelity Bank, based in Indianapolis, Indiana, United States. AeroLeads shows a work email signal at executivecapitalco.com, phone signal with area code 208, 904, and a matched LinkedIn profile for Dan Lee.
Dan Lee previously worked as Chief Executive Officer at United Fidelity Bank and Chief Credit Officer at United Fidelity Bank. Dan Lee holds Mba, Finance from Indiana University Bloomington.
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{first}@executivecapitalco.com
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Profile bio
About Dan Lee
OVERVIEW:Our mission is to expand our services in personal and commercial banking with a focus on affordable housing initiatives. My experience includes working with regional banks, community banks, and world-class PE sponsors including Wilber Ross, Lightyear Capital, and Leonard Green and Partners. CORE COMPETENCIES AND ACCOMPLISHMENTS:Executive Leadership, Strategic Planning, Operations,ERM, Credit Administration, Regulatory Compliance, Sales Management, and BaaS.United Fidelity Bank (Private) CEO. UFB is a $6.4B community bank that specializes in personal and commercial banking with an emphasis in the creation and preservation of multifamily affordable housing. Coastal Bank (NASDAQ: CCB) CCO/CRO. Coastal became the fastest growing bank in Washington State by launching a national Banking as a Service (BaaS) platform supporting FinTech companies.Bank of the Cascades (NASDAQ: CACB) CCO/COO. Cascades acquired banks in three states and became the fastest growing bank in the Pacific Northwest. I represented the state of Oregon on the ABA Government Relations Council.Irwin Union Bank (Private) Market President/ Region Executive. Led the largest market for the company.Regions Bank (NYSE: RF) Regional CCO. Managed all credit from Private Banking to Large Corporate relationships for Indiana, Illinois, and Kentucky. Regions was the 12th largest bank in the US. Union Federal Bank (Private) CCO. Managed all lending and and assisted in their turnaround and sale. UFB was part of Waterfield Mortgage Company, the largest private mortgage company in the US. KeyBank (NYSE: KEY) Indiana Market Manager for Corporate Banking and a member of the bank’s Strategic Planning Group. KeyBank was the 10th largest bank in the US.STARTUPS:A founder and advisor to startups. Experience: Founding partner with Debt Advisors Network (a consultancy for financial institutions to maximize recoveries), screening committee of VisionTech Partners (visiontech-partners.com), board advisor to cybersecurity company Verified, Inc. (verified.inc), member of Madrona Venture Group's (madrona.com) Founders Center, founding member of Cascade Angels (cascadeangels.com), board member of Summex Health (acquired by WebMD).EDUCATION:BS & MBA - Indiana University, attended Stonier Graduate School of Banking, a Certified Turnaround Professional via TMA.Daniel Lee is a Registered Representative of Finalis Securities LLC Member FINRA / SIPC. FINRA - https://www.finra.org/#/SIPC - https://www.sipc.org/
Listed skills include Alternative Investments, Leadership, Team Building, Credit Portfolio Management, and 52 others.
Current workplace
Dan Lee's current company
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21 roles · 38 years
Dan Lee work experience
A career timeline built from the work history available for this profile.
Chief Credit Officer
2024 - Sep 2024
Financial Services Consultant
A team member of this Washington based bank consultancy. Various projects in the areas of strategic planning and regulatory oversight, ERM, and credit administration.
2023 - 2024
~1 yr
Board Advisor
Board advisor to the CEO. This cybersecurity company allows “one-click” frictionless authentication. This technology enables a marketplace for verified identity data, which powers instant onboarding and a high level of security. Investors include Draper Associates, Franklin Templeton, Wedbush, and 1414 Ventures.
2020 - 2024
~4 yrs
Partner
Debt Advisors Network is a conduit for financial institutions to maximize recoveries when selling troubled loans. Through a network of money funds, we match the best solutions to the type of asset, situation, and buyer, thereby maximizing recoveries.
2021 - 2023
~2 yrs
Member - Screening Committee
Over the last decade, VisionTech has emerged as one of the Midwest’s most active angel investing groups with an expansive and engaged network of accredited investors across the states of Indiana and Ohio. We focus on the life sciences, SaaS, IoT technology, advanced materials, supply chain, and hardware.
2020 - 2023
~3 yrs
Bank Consultant
Trinity Advisors
Various projects including banking as a service (BaaS).
2020 - 2023
~3 yrs
Chief Credit Officer And Chief Risk Officer
Responsible for all Enterprise Risk Management, Credit Administration, Underwriting, Compliance, Audit, and BSA.
2018 - 2020
~2 yrs
Member/Partner
A partner in the innovation platform Create33, a Seattle-based “founder center” established by Madrona Venture Group, a long-time Pacific Northwest venture capital firm that provides financial support for the organization. Create33 launched in July 2018 one floor beneath the downtown office of Madrona Venture Group and has been a community nexus of the.
2018 - 2020
~2 yrs
Board Member/Sponsor
Acted as a founding partner and corporate sponsor in Cascade Seed Fund. Cascade Seed Fund is a regional early-stage investment fund that brings individual and institutional investors together to back entrepreneurs and strengthen the regional economy. Cascade Seed Fund is based in Bend, Oregon with an Oregon-first investment focus with an interest in.
2014 - 2017
~3 yrs
Chief Credit Officer And Chief Operations Officer (Bank Of The Cascades)
Responsible for all Credit Administration, Underwriting, Loan Operations, Bank Real Estate, and Merger Integration.
2012 - 2017
~5 yrs
Board Member
Government Relations Council (GRC)The American Bankers Association is the voice of America's $20 trillion banking industry, representing two million men and women in banks of all sizes and charters, from the smallest community banks to the largest bank holding companies in the United States. The GRC develops positions and priorities regarding legislative.
2014 - 2015
~1 yr
Board Member - Treasurer
Coburn Place is the largest family shelter in the City of Indianapolis. The shelter provides a safe haven for women and children of domestic violence. Dan served as a member of the CEO Search Committee, Executive Management Committee, and Finance Committee.
2007 - 2012
~5 yrs
Regional Chief Credit Officer
Responsible for all loan administration and credit underwriting for Indiana, Illinois, and Kentucky. Delegated loan authority of $20M.
2007 - 2009
~2 yrs
Market President
2006 - 2007
~1 yr
Chief Credit Officer (Union Federal Bank)
2001 - 2006
~5 yrs
Board Member - Chairman, Vice Chairman, Secretary, Treasurer
NNDC is a not-for-profit Community Development Corporation founded in 1977 by a coalition of area business, Clarian Hospital (the largest hospital group in Indiana), residents, and community organizations. Working with city, county, and state government, NNDC devel-oped an effective working model of public/private partnerships to halt and reverse community.
2001 - 2006
~5 yrs
Board Member (Summex Health Management)
Board Member and advisor to the CEO. As a pioneer and leading agent for change in the wellness industry, Summex worked with health insurance companies (managed care organizations), human resource and benefits consultants and businesses with 1,000 or more employees to actively manage and reduce health care costs. It accomplished this by developing.
1996 - 2006
~10 yrs
Board Member - Treasurer
FCA is a Christ-based, volunteer intensive, and athletically focused school identified ministry. To focus the ministry, junior and senior high school students and college campuses have pro-vided the best arena to reach coaches and athletes. Dan’s involvement was with the Indiana statewide organization as a board member and treasurer.
1996 - 2001
~5 yrs
Head Of Corporate Banking - Svp
1991 - 2001
~10 yrs
Investment Banker - Raffensperger, Hughes
1988 - 1991
~3 yrs
3 education records
Dan Lee education
Mba, Finance
Indiana University Bloomington
Bs, Business Administration And Management
Indiana University Indianapolis
Education record
Aba Stonier Graduate School Of Banking
FAQ
Frequently asked questions about Dan Lee
Quick answers generated from the profile data available on this page.
What company does Dan Lee work for?
Dan Lee works for United Fidelity Bank.
What is Dan Lee's role at United Fidelity Bank?
Dan Lee is listed as Chief Executive Officer @ United Fidelity Bank | MBA in Finance at United Fidelity Bank.
What is Dan Lee's email address?
AeroLeads has found 1 work email signal at @executivecapitalco.com for Dan Lee at United Fidelity Bank.
What is Dan Lee's phone number?
AeroLeads has found 2 phone signal(s) with area code 208, 904 for Dan Lee at United Fidelity Bank.
Where is Dan Lee based?
Dan Lee is based in Indianapolis, Indiana, United States while working with United Fidelity Bank.
What companies has Dan Lee worked for?
Dan Lee has worked for United Fidelity Bank, Ttg, Inc. Washington Dc, Verified Inc., Debt Advisors Network, and Visiontech Partners | Visiontech Angels.
How can I contact Dan Lee?
You can use AeroLeads to view verified contact signals for Dan Lee at United Fidelity Bank, including work email, phone, and LinkedIn data when available.
What schools did Dan Lee attend?
Dan Lee holds Mba, Finance from Indiana University Bloomington.
What skills is Dan Lee known for?
Dan Lee is listed with skills including Alternative Investments, Leadership, Team Building, Credit Portfolio Management, Restructuring, Banking, Strategic Partnerships, and Growth Initiatives.
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