Eric Lee, Cpa
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Eric Lee, Cpa Email & Phone Number

Executive Director, CFO, CDB and Agency and Off-Balance Sheet Lending at JPMorgan Chase & Co.
Location: Northbrook, Illinois, United States 10 work roles 3 schools
2 work emails found @lasalle.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails

Work email e****@lasalle.com
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Current company
Role
Executive Director, CFO, CDB and Agency and Off-Balance Sheet Lending
Location
Northbrook, Illinois, United States
Company size

Who is Eric Lee, Cpa? Overview

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Quick answer

Eric Lee, Cpa is listed as Executive Director, CFO, CDB and Agency and Off-Balance Sheet Lending at JPMorgan Chase & Co., a company with 213060 employees, based in Northbrook, Illinois, United States. AeroLeads shows a work email signal at lasalle.com and a matched LinkedIn profile for Eric Lee, Cpa.

Eric Lee, Cpa previously worked as Executive Director, CFO, CDB & Agency and Off-Balance Sheet Lending at Jpmorgan Chase & Co. and Executive Director at Jpmorgan Chase & Co.. Eric Lee, Cpa holds Master Of Science, Accounting from Uic Liautaud Graduate School Of Business.

Company email context

Email format at JPMorgan Chase & Co.

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*@lasalle.com
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Profile bio

About Eric Lee, Cpa

Experienced in financial analysis with prior experience accounting for a Fortune 50 financial services firm and in the investment management industry as well as a background in public accounting.After successfully completing the CPA exam, and becoming a registered CPA in Illinois, I am currently pursuing a CFA charter.Specialties: Proficient in SAP; BNA Fixed Assets; Yardi; GAMx; Microsoft Access and Quick Books; working knowledge of Microsoft Great Plains Dynamics, CaseWare IDEA, and Analyst's Notebook.

Listed skills include Microsoft Office, Microsoft Excel, Microsoft Word, Powerpoint, and 46 others.

Current workplace

Eric Lee, Cpa's current company

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JPMorgan Chase & Co.
Jpmorgan Chase & Co.
Executive Director, CFO, CDB and Agency and Off-Balance Sheet Lending
Northbrook, IL, US
Employees
213060
AeroLeads page
10 roles

Eric Lee, Cpa work experience

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

Executive Director, Cfo, Cdb And Agency And Off-Balance Sheet Lending

Northbrook, IL, US

Executive Director, Cfo, Cdb & Agency And Off-Balance Sheet Lending

Current
Aug 2023 - Present

Vice President, Financial Analysis

* Responsible for analyzing and communicating financial and non-financial impact of business strategies and initiatives* Develops profitability models and tools, isolating critical variables* Finance partner for system implementation and change management* Identify and solution opportunities for capital optimization, improving segment profitability*.

Feb 2017 - Feb 2023

Senior Financial Associate

* Facilitated budget and quarterly financial reviews with senior management and market managers* Supported bankers and market managers in pricing, profitability, capital, and funding questions* Developed profitability projections for loan portfolios and measuring profitability of tax credit products* Delivered ROE/SVA analysis for sub-LOB portfolios for.

Feb 2015 - Jan 2017

Senior Accounting Associate

* Responsible for month-end close, reconciliation, and participation in the quarterly line of business management representation process to ensure the books and records of NMTC are properly reconciled and reported in accordance with GAAP* Partnered with the business, finance and external reporting on deal specific structures including consolidation.

Dec 2013 - Feb 2015

Senior Staff Accountant

* Assisted in the monthly, quarterly, and annual accounting close* Reconciliation of balance sheet and income statement accounts* Monthly financial analysis, including review of property accounting information* Reconciliation of bank statements* Assisted with cash management responsibilities* Assisted with monthly, quarterly, and annual reporting.

Dec 2011 - Dec 2013

Staff Auditor

* Coordinated and performed GAAP basis financial statement audits in various industries* Served a variety of public and private clients - manufacturing, not-for-profits, voluntary health and welfare organizations, hospitals, employee benefit plans, and utilities* Assisted compliance of Sarbanes-Oxley Act Section 404 by SEC registered clients including the.

Sep 2010 - Dec 2011

Intelligence Supervisor (Sergeant)

* Responsible for leading a team of four soldiers in intelligence operations* Cross-trained soldiers to regularly assist in Operations* Developed training in order to maintain and improve subordinates' proficiency in Intelligence operations* Supervised, performed, and coordinated: collection management, analysis, processing, and dissemination of strategic.

Mar 2006 - Jul 2011

Intelligence Analyst

Hawaii Army National Guard

While deployed to Iraq from 2005 to 2006:* Produced and evaluated analysis of human intelligence reports developed in Division level area of operations* Led shift of three soldiers for human intelligence cell during combat tour* Operated as liaison between various military intelligence cells in a major logistics base

Jul 2002 - Mar 2006
Team & coworkers

Colleagues at JPMorgan Chase & Co.

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3 education records

Eric Lee, Cpa education

Master Of Science, Accounting

Uic Liautaud Graduate School Of Business

Activities and Societies: Beta Gamma Sigma, Accounting Club, Veteran Students Association

Bachelor Of Science, Accounting

Activities and Societies: Beta Gamma Sigma, Accounting Club, Veteran Students Association Cum Laude

Education record

Level Ii Candidate In The Cfa Program
FAQ

Frequently asked questions about Eric Lee, Cpa

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

What company does Eric Lee, Cpa work for?

Eric Lee, Cpa works for JPMorgan Chase & Co..

What is Eric Lee, Cpa's role at JPMorgan Chase & Co.?

Eric Lee, Cpa is listed as Executive Director, CFO, CDB and Agency and Off-Balance Sheet Lending at JPMorgan Chase & Co..

What is Eric Lee, Cpa's email address?

AeroLeads has found 2 work email signals at @lasalle.com for Eric Lee, Cpa at JPMorgan Chase & Co..

Where is Eric Lee, Cpa based?

Eric Lee, Cpa is based in Northbrook, Illinois, United States while working with JPMorgan Chase & Co..

What companies has Eric Lee, Cpa worked for?

Eric Lee, Cpa has worked for Jpmorgan Chase & Co., Lasalle Investment Management, Mitchell & Titus, Llp, Member Firm Of Ernst & Young, Illinois Army National Guard, and Hawaii Army National Guard.

Who are Eric Lee, Cpa's colleagues at JPMorgan Chase & Co.?

Eric Lee, Cpa's colleagues at JPMorgan Chase & Co. include Ashwin Lobo, Daisy Herrera, Alyssa Shilobod, Vijayalakshmi Suresh, and Prashant Shinde.

How can I contact Eric Lee, Cpa?

You can use AeroLeads to view verified contact signals for Eric Lee, Cpa at JPMorgan Chase & Co., including work email, phone, and LinkedIn data when available.

What schools did Eric Lee, Cpa attend?

Eric Lee, Cpa holds Master Of Science, Accounting from Uic Liautaud Graduate School Of Business.

What skills is Eric Lee, Cpa known for?

Eric Lee, Cpa is listed with skills including Microsoft Office, Microsoft Excel, Microsoft Word, Powerpoint, Windows, Research, Korean, and C++ Language.

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