Daniel Lee, Cfa Email and Phone Number
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Dan is a finance, business development, and investment executive with 20+ years experience as an operator, investor, and advisor across a variety of industries including the technology, media, consumer, and financial sectors. He is currently a co-founder at Diligence Capital Management and a fractional CFO at Warrior Group. Previously, Dan held various executive roles as CFO and Head of Corporate Development at Sizzle Acquisition Corp., a consumer-focused special purpose acquisition company (Nasdaq: SZZL); CFO of RiskSpan, a private equity-backed analytics firm; VP of Investments at NextGen Venture Partners, an early-stage venture capital firm; as a senior investment professional at Profit Investment Management, a $2.5 billion AUM growth-biased institutional investment manager; and as a research analyst at FBR Capital Markets where he worked on over a dozen investment banking transactions including multiple IPOs with an aggregate value of $1.5+ billion. Dan received his B.A. degree in economics from the University of Virginia and is a CFA charterholder.
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Co-FounderDiligence Capital Management, Llc Jan 2024 - PresentFinancial sector-focused fund sponsor with a business owner mindset seeking to drive long-term alpha by focusing on shareholder engagement & activism, balanced by a core portfolio of holdings. -
Fractional Cfo/AdvisorWarrior Group Aug 2024 - PresentChicago, Illinois, Us -
Venture PartnerNextgen Venture Partners Aug 2016 - PresentSan Francisco, California, Us -
Vp Of InvestmentsNextgen Venture Partners Sep 2015 - Jul 2016San Francisco, California, Us -
Cfo And Head Of Business & Corporate DevelopmentSizzle Acquisition Corp. (Nasdaq: "Szzl") Oct 2021 - Mar 2024Successful business combination with European Lithium Ltd to create Critical Metals Corp (NASDAQ: CRML) -
Head Of Business DevelopmentSizzle Acquisition Corp. (Nasdaq: "Szzl") Dec 2020 - Dec 2022 -
Chief Financial OfficerEnspira Jan 2022 - Jun 2023Tustin, Ca, UsSuccessful sale to LEAD3R -
Managing PartnerMission 8 May 2019 - Jan 2022Washington, Us -
Chief Financial OfficerRiskspan Dec 2016 - Feb 2019Arlington, Va, Us -
Senior Equity AnalystProfit Investment Management Nov 2011 - Sep 2015Us -
Assistant Vice President In Equity ResearchFbr Capital Markets Apr 2005 - Oct 2011Arlington, Va, UsEquity Research - Insurance -
ConsultantAccenture 2002 - 2005Dublin 2, Ie
Daniel Lee, Cfa Skills
Daniel Lee, Cfa Education Details
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University Of VirginiaEconomics -
Vanderbilt University -
Georgetown Preparatory School
Frequently Asked Questions about Daniel Lee, Cfa
What company does Daniel Lee, Cfa work for?
Daniel Lee, Cfa works for Diligence Capital Management, Llc
What is Daniel Lee, Cfa's role at the current company?
Daniel Lee, Cfa's current role is Investor | Operator | Entrepreneur.
What is Daniel Lee, Cfa's email address?
Daniel Lee, Cfa's email address is da****@****ure.com
What is Daniel Lee, Cfa's direct phone number?
Daniel Lee, Cfa's direct phone number is +170395*****
What schools did Daniel Lee, Cfa attend?
Daniel Lee, Cfa attended University Of Virginia, Vanderbilt University, Georgetown Preparatory School.
What skills is Daniel Lee, Cfa known for?
Daniel Lee, Cfa has skills like Equities, Valuation, Investments, Financial Modeling, Portfolio Management, Fundamental Analysis, Investment Management, Series 7, Quantitative Analytics, Trading Strategies, Asset Management, Finance.
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