Daniel Lee

Daniel Lee Email and Phone Number

Partner @ Aptologics
Sandy, UT, US
Daniel Lee's Location
Sandy, Utah, United States, United States
About Daniel Lee

I help folks who are sick of:❌ Being the last one notified of major problems in your business❌ Wasting precious time going through dozens of reports and dashboards trying to root cause issues❌ Hearing only what you want to hear from your direct reports instead of what you really need to know❌ Frantically deploying scarce resources to chase down answers to super specific questions from the board❌ Going back and forth with data teams that only seem interested in theoretical statistical analyses and not on delivering recommendations you can actually do something withTogether, we will:✅ Map out your entire growth model with the key drivers to your success so everyone is on the same page✅ Create simplified views of your data designed to make it easy to spot areas that require your attention✅ Build an easy-to-use framework that facilitates root cause with just four clicks

Daniel Lee's Current Company Details
Aptologics

Aptologics

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Partner
Sandy, UT, US
Daniel Lee Work Experience Details
  • Aptologics
    Partner
    Aptologics
    Sandy, Ut, Us
  • Wave40
    Partner
    Wave40 Nov 2023 - Present
  • Goldman Sachs
    Investment Guidelines
    Goldman Sachs Nov 2018 - Nov 2023
    Salt Lake City, Utah, United States
    Manage the front-to-back implementation of systemic monitoring of transaction activity and account holdings, from requirements gathering, underwriting rule logic, data sourcing/quality, building custom analytics, rule coding/testing, systems integration, project management, and communicating with senior stakeholders- Launched a global wealth management risk and compliance surveillance system for pre and post-trade investment rules spanning various asset classes utilizing the Sentinel platform- Established an automated eTask alert and escalation process to help end users address critical risk and regulatory issues- Provide support for wealth advisors, trading desks, and compliance and risk personnel across the US, EMEA, and Asia- Heavy emphasis on technical capability - data quality, data analytics, seamless integration with various order management systems
  • Goldman Sachs
    Manager, Business Intelligence
    Goldman Sachs Jan 2018 - Oct 2018
    Salt Lake City, Utah
    Managed a global business intelligence team that built automated solutions, data analytics, and data visualization for the Private Wealth Management business- Identified $2mm+ annual revenue opportunity stemming from operational inefficiencies in client onboarding- Delivered 20+ FTE worth of efficiencies and capacity
  • Goldman Sachs
    Associate
    Goldman Sachs Aug 2017 - Jan 2018
    Greater Salt Lake City Area
  • Enlighten Sciences
    Data Consultant | Founder
    Enlighten Sciences Jul 2016 - Aug 2017
    Greater Salt Lake City Area
    - Built a Monte Carlo simulation of projected revenues for University of Utah Technology & Venture Commercialization- Provided data analytics expertise for student startups in the Company Launch program at the Lassonde Entrepreneurship Institute, University of Utah Eccles School of Business- Automated data tabulation processes eliminating 10+ hours of manual work per week for the Patient Experience team at NewYork-Presbyterian Hospital- Consulted on data modelling and analytics on outcomes for the homeless clientele of Rescue Mission of Salt Lake- Mentored small business on their data needs in partnership with Service Corps of Retired Executives (SCORE)
  • University Of Utah
    Graduate Research And Teaching Assistant
    University Of Utah Aug 2015 - Aug 2017
    Greater Salt Lake City Area
    Worked on problems in last-passage percolation, a probabilistic model describing viral spread that has far-reaching applications to areas such as climate sciences, cancer research, forest fires, and social media.
  • Careermd
    Data Science Intern
    Careermd Jan 2015 - Apr 2015
    New York, Ny
    - Programmed VBA tools that automated manual processes related to data collection, validation and clean-up; led to upwards of 70% greater efficiency in time and human effort.- Created and managed SQL databases organizing the company's vast data into an easy-to-use interface; this simplified data retrieval and decreased our reliance on outsourced data managers.- Spearheaded a new effort to track key metrics and performed statistical analysis giving valuable insights into operational efficacy.
  • Courant Institute Of Mathematical Sciences (Nyu)
    Academic Researcher
    Courant Institute Of Mathematical Sciences (Nyu) Apr 2014 - Jan 2015
    Greater New York City Area
    Derived eigenbounds for exact geometric computationEnumerated all possible rigid sphere packings
  • Redeemer Presbyterian Church
    Community Groups And Outreach
    Redeemer Presbyterian Church Jul 2010 - Apr 2014
    Greater New York City Area
    - Developed programs for people outside the church - classes on Christianity, social events, Christmas & Easter services, salon nights, open forums with Q&A.- Trained and educated members on how to engage with family, friends, colleagues and others who do not share their beliefs.- Taught classes on the credibility and relevancy of Christianity in a modern age, what it means to live biblically and with integrity in a secular world, and addressing our science-minded society's deepest objections to faith.- Wrote articles and curriculum geared toward exploring the redemptive themes we see in pop culture, training congregants to gently and humbly share their faith, helping small group leaders facilitate their group discussions, and casting vision for each year's churchwide ministry focus.
  • Buck Consultants
    Associate Actuary
    Buck Consultants Sep 2008 - Jan 2011
    Greater New York City Area
    - Calculated employer liabilities for retiree medical, life, and pension benefits.- Performed statistical analysis of prescription drug claims for government subsidies.- Developed a tool for liability-driven investing to manage volatility in tracking error between investment returns and pension obligations.- Programmed VBA applications promoting efficiency and cost-saving.- Served as point person for financial research on the company Bloomberg terminal.
  • Endurance
    Actuarial Intern
    Endurance Jun 2008 - Sep 2008
    Greater New York City Area
    - Programmed VBA applications for performing actuarial computations.- Investigated a special case of a Bayesian credibility formula for IBNR counts based on a research paper published by head actuary.- Recommended pricing credits to senior actuaries based on statistical analysis of historical claims data.
  • New York University
    Grader: Linear Algebra
    New York University Jan 2008 - Jun 2008
    New York, Ny
  • New York University
    Work Study: Graduate Admissions At Tisch School Of Arts
    New York University Sep 2007 - Dec 2007
    New York, Ny
  • Allegiance Capital
    Corporate Bonds Intern
    Allegiance Capital Sep 2005 - Jun 2006
    Huntington Beach, Ca

Daniel Lee Skills

Mathematics Leadership Presentation Skills Writing Team Building Consulting University Teaching Public Speaking Data Science Postman Api Etask Microsoft Powerpoint Event Planning Teaching Data Analysis Data Analytics Higher Education Tableau Statistical Data Analysis Alteryx Nonprofit Organizations Programming Microsoft Office Microsoft Excel Nonprofits Mathematical Modeling Quantitative Analytics Vba Probability Community Outreach Leadership Development Visual Basic For Applications Applied Mathematics Sentinel Sql Python Management Project Management Quantitative Research Analytical Skills Research Science Analytics Machine Learning Statistical Modeling Statistics Volunteer Management Automation

Daniel Lee Education Details

Frequently Asked Questions about Daniel Lee

What company does Daniel Lee work for?

Daniel Lee works for Aptologics

What is Daniel Lee's role at the current company?

Daniel Lee's current role is Partner.

What is Daniel Lee's email address?

Daniel Lee's email address is da****@****one.com

What schools did Daniel Lee attend?

Daniel Lee attended New York University, Uc Irvine.

What skills is Daniel Lee known for?

Daniel Lee has skills like Mathematics, Leadership, Presentation Skills, Writing, Team Building, Consulting, University Teaching, Public Speaking, Data Science, Postman Api, Etask, Microsoft Powerpoint.

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