Co-Founder
CurrentFinancial 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.
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@accenture.com
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4 phones found area 703, 312, and 310
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LinkedIn matched
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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.
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AeroLeads found 2 current-domain work email signals for Daniel Lee, Cfa. Compare company email patterns before reaching out.
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.
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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.
Successful business combination with European Lithium Ltd to create Critical Metals Corp (NASDAQ: CRML)
Arlington, VA, US
Equity Research - Insurance
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Daniel Lee, Cfa works for Diligence Capital Management, LLC.
Daniel Lee, Cfa is listed as Investor | Operator | Entrepreneur at Diligence Capital Management, LLC.
AeroLeads has found 2 work email signals at @accenture.com for Daniel Lee, Cfa at Diligence Capital Management, LLC.
AeroLeads has found 4 phone signal(s) with area code 703, 312, 310 for Daniel Lee, Cfa at Diligence Capital Management, LLC.
Daniel Lee, Cfa is based in Park City, Utah, United States while working with Diligence Capital Management, LLC.
Daniel Lee, Cfa has worked for Diligence Capital Management, Llc, Warrior Group, Nextgen Venture Partners, Sizzle Acquisition Corp. (Nasdaq: "Szzl"), and Enspira.
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.
Daniel Lee, Cfa holds B.A., Economics from University Of Virginia.
Daniel Lee, Cfa is listed with skills including Equities, Valuation, Investments, Financial Modeling, Portfolio Management, Fundamental Analysis, Investment Management, and Series 7.
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