Daniel Lee, Cfa

Daniel Lee, Cfa Email and Phone Number

Investor | Operator | Entrepreneur @ Diligence Capital Management, LLC
Daniel Lee, Cfa's Location
Park City, Utah, United States, United States
About Daniel Lee, Cfa

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.

Daniel Lee, Cfa's Current Company Details
Diligence Capital Management, LLC

Diligence Capital Management, Llc

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Investor | Operator | Entrepreneur
Daniel Lee, Cfa Work Experience Details
  • Diligence Capital Management, Llc
    Co-Founder
    Diligence Capital Management, Llc Jan 2024 - Present
    Financial 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.
  • Warrior Group
    Fractional Cfo/Advisor
    Warrior Group Aug 2024 - Present
    Chicago, Illinois, Us
  • Nextgen Venture Partners
    Venture Partner
    Nextgen Venture Partners Aug 2016 - Present
    San Francisco, California, Us
  • Nextgen Venture Partners
    Vp Of Investments
    Nextgen Venture Partners Sep 2015 - Jul 2016
    San Francisco, California, Us
  • Sizzle Acquisition Corp. (Nasdaq:
    Cfo And Head Of Business & Corporate Development
    Sizzle Acquisition Corp. (Nasdaq: "Szzl") Oct 2021 - Mar 2024
    Successful business combination with European Lithium Ltd to create Critical Metals Corp (NASDAQ: CRML)
  • Sizzle Acquisition Corp. (Nasdaq:
    Head Of Business Development
    Sizzle Acquisition Corp. (Nasdaq: "Szzl") Dec 2020 - Dec 2022
  • Enspira
    Chief Financial Officer
    Enspira Jan 2022 - Jun 2023
    Tustin, Ca, Us
    Successful sale to LEAD3R
  • Mission 8
    Managing Partner
    Mission 8 May 2019 - Jan 2022
    Washington, Us
  • Riskspan
    Chief Financial Officer
    Riskspan Dec 2016 - Feb 2019
    Arlington, Va, Us
  • Profit Investment Management
    Senior Equity Analyst
    Profit Investment Management Nov 2011 - Sep 2015
    Us
  • Fbr Capital Markets
    Assistant Vice President In Equity Research
    Fbr Capital Markets Apr 2005 - Oct 2011
    Arlington, Va, Us
    Equity Research - Insurance
  • Accenture
    Consultant
    Accenture 2002 - 2005
    Dublin 2, Ie

Daniel Lee, Cfa Skills

Equities Valuation Investments Financial Modeling Portfolio Management Fundamental Analysis Investment Management Series 7 Quantitative Analytics Trading Strategies Asset Management Finance Financial Services Bloomberg Asset Managment Capital Markets Hedge Funds Investment Banking Investment Strategies Mergers And Acquisitions Licensing Series 63 Institutional Investments Equity Valuation Due Diligence Insurance Financial Markets Business Strategy Bonds Fixed Income Bloomberg Terminal Securities Emerging Markets Ipo Dcf Corporate Development Financial Analysis Business Valuation Equity Research Venture Capital Private Equity Alternative Investments

Daniel Lee, Cfa Education Details

  • University Of Virginia
    University Of Virginia
    Economics
  • Vanderbilt University
    Vanderbilt University
  • Georgetown Preparatory School
    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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