Daniel Lee, Cfa
AeroLeads people directory · profile

Daniel Lee, Cfa Email & Phone Number

Investor | Operator | Entrepreneur at Diligence Capital Management, LLC
Location: Park City, Utah, United States 12 work roles 3 schools
2 work emails found @accenture.com 4 phones found area 703, 312, and 310 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 4 phones

Work email d****@accenture.com
Direct phone (703) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
Investor | Operator | Entrepreneur
Location
Park City, Utah, United States

Who is Daniel Lee, Cfa? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Daniel Lee, Cfa is listed as Investor | Operator | Entrepreneur at Diligence Capital Management, LLC, based in Park City, Utah, United States. AeroLeads shows a work email signal at accenture.com, phone signal with area code 703, 312, 310, and a matched LinkedIn profile for Daniel Lee, Cfa.

Daniel Lee, Cfa previously worked as Co-Founder at Diligence Capital Management, Llc and Fractional CFO/Advisor at Warrior Group. Daniel Lee, Cfa holds B.A., Economics from University Of Virginia.

Company email context

Email format at Diligence Capital Management, LLC

This section adds company-level context without repeating Daniel Lee, Cfa's masked contact details.

*@accenture.com
71% confidence

AeroLeads found 2 current-domain work email signals for Daniel Lee, Cfa. Compare company email patterns before reaching out.

Profile bio

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.

Listed skills include Equities, Valuation, Investments, Financial Modeling, and 38 others.

Current workplace

Daniel Lee, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Diligence Capital Management, LLC
Diligence Capital Management, Llc
Investor | Operator | Entrepreneur
AeroLeads page
12 roles · 24 years

Daniel Lee, Cfa work experience

A career timeline built from the work history available for this profile.

Co-Founder

Current

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.

Jan 2024 - Present

Fractional Cfo/Advisor

Current

Chicago, Illinois, US

Aug 2024 - Present

Cfo And Head Of Business & Corporate Development

Successful business combination with European Lithium Ltd to create Critical Metals Corp (NASDAQ: CRML)

Oct 2021 - Mar 2024

Chief Financial Officer

Tustin, CA, US

Successful sale to LEAD3R

Jan 2022 - Jun 2023

Managing Partner

Washington, US

May 2019 - Jan 2022

Chief Financial Officer

Arlington, VA, US

Dec 2016 - Feb 2019

Assistant Vice President In Equity Research

Arlington, VA, US

Equity Research - Insurance

Apr 2005 - Oct 2011

Consultant

Dublin 2, IE

2002 - 2005 ~3 yrs
3 education records

Daniel Lee, Cfa education

B.A., Economics

University Of Virginia

Education record

Vanderbilt University

Education record

Georgetown Preparatory School
FAQ

Frequently asked questions about Daniel Lee, Cfa

Quick answers generated from the profile data available on this page.

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 Diligence Capital Management, LLC?

Daniel Lee, Cfa is listed as Investor | Operator | Entrepreneur at Diligence Capital Management, LLC.

What is Daniel Lee, Cfa's email address?

AeroLeads has found 2 work email signals at @accenture.com for Daniel Lee, Cfa at Diligence Capital Management, LLC.

What is Daniel Lee, Cfa's phone number?

AeroLeads has found 4 phone signal(s) with area code 703, 312, 310 for Daniel Lee, Cfa at Diligence Capital Management, LLC.

Where is Daniel Lee, Cfa based?

Daniel Lee, Cfa is based in Park City, Utah, United States while working with Diligence Capital Management, LLC.

What companies has Daniel Lee, Cfa worked for?

Daniel Lee, Cfa has worked for Diligence Capital Management, Llc, Warrior Group, Nextgen Venture Partners, Sizzle Acquisition Corp. (Nasdaq: "Szzl"), and Enspira.

How can I contact Daniel Lee, Cfa?

You can use AeroLeads to view verified contact signals for Daniel Lee, Cfa at Diligence Capital Management, LLC, including work email, phone, and LinkedIn data when available.

What schools did Daniel Lee, Cfa attend?

Daniel Lee, Cfa holds B.A., Economics from University Of Virginia.

What skills is Daniel Lee, Cfa known for?

Daniel Lee, Cfa is listed with skills including Equities, Valuation, Investments, Financial Modeling, Portfolio Management, Fundamental Analysis, Investment Management, and Series 7.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.