Gilbert Lee Email & Phone Number

Palo Alto, California, United States

• Spearheaded a global team to analyze and establish semi-annual targets for VMware corporate marketing metrics (~700 FTE). Responsible for working with finance & stakeholders to rationalize & breakdown targets.• Led team tasked to analyze marketing programs and campaign effectiveness (~$550M/yr. marketing sourced & ~$2.5B/yr. marketing influenced pipeline) to identify challenges, opportunities and actions required.• Developed and executed a new paradigm to measure marketing campaign effectiveness via engagement score. • Instrumental in advancing and implementing framework to analyze, measure and capture marketing partner generated pipeline (“MPCP 2.0”) and VMware executive engagement programs (including briefing center).• Provided analysis and insights for quarterly business reviews to executives and Business unit stakeholders.• Developed financial models, worked on large data sets, and performed a wide range of data analysis.

Santa Clara, California, United States

• Played a leadership role in the strategic and financial planning process reporting directly to the CEO and CFO.• Conceptualize and implemented the first-ever corporate analytics and KPI framework. Developed dashboards and monitored KPIs to measure marketing effectiveness, customer target efficiency and salesforce productivity.• Work closely with Executives team, Engineering, Marketing, Sales, and Customer Success to translate insights from analyzing financial, market/industry data and large transaction databases to provide critical strategic insights and actionable recommendations.• Constructed clustering models for customer segmentation; Modeled TCO, repeat purchase propensity & LTVC.• Worked with CEO and CFO to prepare board of director presentations and quarterly detailed investor reports.• Played an instrumental role in raising Series D ($24M) and Series E (~$31M). Developed financial/liquidation preference models, met with potential/existing investors, and managed the due diligence/close processes.

Palo Alto, California, United States

• Forged partnerships with Motorola’s mobile app store, Quixey (elastic and heuristic mobile app search) and Barnes & Noble’s Nook division.• Researched and tackled complex business issues using data and analytics.

San Mateo, California, United States

• Provided admission advisory and consulting services to prospective students who wish to gain admission to top boarding schools, colleges, universities, and graduate programs.• Clients gained admission to top universities such as Stanford, Columbia, MIT, Cornell, NYU, USC and CMU.

Menlo Park, California, United States

• Managed and led numerous teams of analysts and associates (PhD’s and MBA’s) concurrently. • Developed, conceptualized ,and executed research agenda for numerous projects. • Managed project workflow and client expectations. Analyses included market and industry research, big data analysis, regression and statistical analysis, financial modeling, and fundamental valuation.• Project engagements resulted in billions of dollars of total avoided costs for clients.• Oversaw the preparation of weekly and quarterly reports summarizing macroeconomic conditions, competitor news, financials, and business metrics. Reports presented to the executive committee.

Menlo Park, California, United States

Berkeley, California, United States

• Developed and maintained back-end software programs for the corporate and government bond analytics group

Master Of Business Administration - Mba, Finance, General

Won best Field Application Consulting Team Project for the Class of 2000 Selected Wharton Courses: Advanced Corporate Finance; Security.

Bachelor'S Degree, Computer Science And Economics, 3.9