David Lee

David Lee Email and Phone Number

Co-Founder and Co-CEO @ WealthRyse
Hong Kong
David Lee's Location
Hong Kong SAR, United States
David Lee's Contact Details
About David Lee

As a wealth tech entrepreneur and with over 20 years of experience in the financial and legal sectors on the buy-side, I have a deep understanding of the complex and evolving needs of our clients and the regulatory and technological challenges of our industry.I leverage my expertise in capital markets, FinTech and venture capital to originate and execute high-profile deals, manage portfolios and assets of privately-held companies, and cultivate relationships with global corporations and partners. My credentials include a Harvard law degree, ability to practice law in Hong Kong and New York, a CAIA certification, and a Responsible Officer license in asset management (Type 9) from the SFC.

David Lee's Current Company Details
WealthRyse

Wealthryse

View
Co-Founder and Co-CEO
Hong Kong
Website:
wealthryse.ai
Employees:
14
David Lee Work Experience Details
  • Wealthryse
    Co-Founder And Co-Ceo
    Wealthryse
    Hong Kong
  • Wealthryse
    Director
    Wealthryse Oct 2021 - Present
  • Privé Technologies
    Director
    Privé Technologies Jun 2016 - Present
    Hong Kong, Sheung Wan , Hk
  • Tvm Capital China
    Responsible Officer Type 4
    Tvm Capital China Apr 2016 - Jan 2018
  • Cowell E Holdings
    Managing Director
    Cowell E Holdings Dec 2013 - Jul 2015
    Secondment from Hahn & Co. to supervise the successful initial public offering process for a listing in Hong Kong (01415.HK) and to increase profitability, business growth and market positioning, and to improve operational capacity. Led full scope of operations with respect to Hong Kong listing, including deal execution, coordination and syndication.
  • Kdb Daewoo Securities
    Managing Director, Head Of Global Investment Banking/Syndication
    Kdb Daewoo Securities Jul 2010 - Nov 2013
    Kr
  • Macquarie Securities Korea
    Associate Director
    Macquarie Securities Korea Sep 2007 - Jun 2010
    Sydney, Nsw, Au
  • Credit Suisse
    Associate
    Credit Suisse Apr 2007 - Aug 2007
    Zurich, Ch
  • Cleary Gottlieb Steen & Hamilton Llp
    Associate
    Cleary Gottlieb Steen & Hamilton Llp Sep 1999 - Mar 2007
    New York, Ny, Us

David Lee Skills

Mergers And Acquisitions Capital Markets Investment Banking Equities Due Diligence Corporate Finance Emerging Markets Private Equity Investments Structured Finance Trading Asset Management Derivatives Valuation Hedge Funds Strategy Business Development Banking Mergers Securities Finance Start Ups Alternative Investments Risk Management Bloomberg Portfolio Management Type 4 License Ipo Business Planning Management Member Of The New York Bar Equity Capital Markets Financial Modeling Business Strategy M&a Type 1 License Type 6 License Corporate Law Type 9 License Financial Markets Project Portfolio Management Syndications

David Lee Education Details

  • Harvard Law School
    Harvard Law School
    J.D.
  • Ucla
    Ucla
    Political Science

Frequently Asked Questions about David Lee

What company does David Lee work for?

David Lee works for Wealthryse

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

David Lee's current role is Co-Founder and Co-CEO.

What is David Lee's email address?

David Lee's email address is da****@****ers.com

What schools did David Lee attend?

David Lee attended Harvard Law School, Ucla.

What skills is David Lee known for?

David Lee has skills like Mergers And Acquisitions, Capital Markets, Investment Banking, Equities, Due Diligence, Corporate Finance, Emerging Markets, Private Equity, Investments, Structured Finance, Trading, Asset Management.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.