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James Lee Email & Phone Number

Innovating Financial Technology | Driving Strategic Growth | Transforming Business with AI & Tech at Julius Technologies
Location: New York City Metropolitan Area, United States 4 work roles 2 schools
1 work email found @prcm.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

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Work email j****@prcm.com
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Current company
Role
Innovating Financial Technology | Driving Strategic Growth | Transforming Business with AI & Tech
Location
New York City Metropolitan Area, United States

Who is James Lee? Overview

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Quick answer

James Lee is listed as Innovating Financial Technology | Driving Strategic Growth | Transforming Business with AI & Tech at Julius Technologies, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at prcm.com and a matched LinkedIn profile for James Lee.

James Lee previously worked as CEO and Co-Founder at Julius Technologies and Investment Manager at Pine River Capital Management. James Lee holds Bachelor Of Science (Bs), Finance from The Wharton School.

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Email format at Julius Technologies

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{first}.{last}@prcm.com
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AeroLeads found 1 current-domain work email signal for James Lee. Compare company email patterns before reaching out.

Profile bio

About James Lee

VISIONARY EXECUTIVE DRIVING GROWTH AND INNOVATIONMy unique ability to blend strategic leadership and innovative thinking distinguishes me in the fast-paced world of finance and technology. I excel at transforming complex challenges into growth opportunities, leveraging my expertise in AI/ML, financial services, and business development.As the CEO of Julius Technologies, I spearheaded the development of advanced AI/ML solutions, securing multiple patents and raising significant capital. My career includes driving revenue major growth at Barclays Capital and pioneering innovative financial products at Lehman Brothers, generating over $1 billion in revenue.🔷 CAREER HIGHLIGHTS► Secured $735K in angel investment and achieved $350K ARR at Julius Technologies► Created the first leveraged senior tranche investment product at Pine River Capital Management (14% yield)► Turned around negative revenue trends at Barclays Capital, exceeding new revenue and growth targets by over 50%► Built a synthetic CDO business that generated over $1.25 billion in revenue at Lehman BrothersI am committed to fostering environments where innovation flourishes, teams thrive, and businesses reach new heights. My approach combines strategic vision with hands-on leadership, enabling me to stay ahead of industry trends and regulatory changes.🔷 KEY AREAS OF EXPERTISE► Strategic Leadership & Visionary Planning► Business Development & Market Growth► Revenue Enhancement & Profitability Strategies► Digital Transformation & AI/ML Solutions► Regulatory Compliance & Risk Management► High-Performance Team DevelopmentFrom developing pioneering investment products to creating next-generation Basel III compliant solutions, I have consistently led in financial innovation. My ability to integrate strategic insight with technical acumen has driven significant value across diverse products bases and business lines.I am passionate about creating environments that promote innovation and excellence. Whether raising angel investments, optimizing risk-weighted assets, or developing groundbreaking financial products, I bring a combination of visionary leadership and practical execution to every challenge.🔷 LET'S CONNECTI'm always open to discussing fintech innovations, strategic growth opportunities (particularly around AI and data analytics), or potential collaborations. Feel free to reach out if you'd like to explore how we can drive value together in the ever-evolving world of finance and technology.

Listed skills include Derivatives, Fixed Income, Credit Derivatives, Credit Risk, and 15 others.

Current workplace

James Lee's current company

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Julius Technologies
Julius Technologies
Innovating Financial Technology | Driving Strategic Growth | Transforming Business with AI & Tech
AeroLeads page
4 roles

James Lee work experience

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

Ceo And Co-Founder

Current

Julius Technologies is a revolutionary low code graph solution for building data and analytics capabilities. Our graph tools allow enterprises to create flexible and scalable pipelines for a variety of use cases including complex data processing/wrangling, AI/ML, and more. Julius provides a full cycle solution of design, implementation, deployment, and maintenance, with previously unheard of efficiency and speed. The platform offers full transparency and visualization of system logic and specifications so clients can easily integrate both proprietary and third party components as part of one holistic technology stack.

Jul 2016 - Present

Investment Manager

Minnetonka, Mn, Us

Responsible for sourcing alternative investments that capitalize on regulatory changes in the banking industry. Transaction types included regulatory/Basel III capital management, structured/secured funding, private equity, CSOs, structured products, direct lending, project finance, and balance sheet funding alternatives.

Jan 2014 - Sep 2015

Global Head (Structured Credit Trading) - Director (Portfolio Management And Counterparty Risk)

New York, Ny, Us

Global Head of Structured Credit Trading and Exotics team. Business lines spanned Credit Exotics, Liquid Markets, Credit Relative Value trading, and Bespoke CSO products. Oversaw the trading and risk management of a $100 billion credit derivative portfolio. Responsible for new product development/strategic solutions, quantitative and relative value trading, and general marketing to sponsors and investors. Led teams of quants and developers in building and implementing front office trading/risk systems. Implemented a strategic risk framework tying risk to capital management and optimization.Also developed a baseline framework and infrastructure to incorporate structured credit technology into the credit risk management of CLMG (bank loans and CVA). Lead efforts across Reg Policy, Technical Accounting, Structuring, Quants, IT, Legal, Compliance, and Risk teams to develop next generation of Basel III compliant structured products.

Oct 2008 - May 2013

Senior Vice President

Us

Leading member of the Structured Credit Trading team and co-managed a $50 billion global credit portfolio. Responsible for new product development and Exotics, general relative value trading and risk management, infrastructure development, and marketing to sponsors and investors. Co-managed and traded the Hybrid CDO book, which combined cashflow CLO waterfalls with synthetic risk transfer.Developed and executed strategic initiatives in conjunction with Quantitative Research, Credit Strategy, and Credit Research to optimize hedging and risk management. Implemented integrated credit approach to hedging.Helped develop and validate front office models and systems and involved in numerous projects to enhance methodology and process.

Jan 1997 - Sep 2008
2 education records

James Lee education

Bachelor Of Science (Bs), Finance

The Wharton School

Education record

Shawnee Mission West High School
FAQ

Frequently asked questions about James Lee

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

What company does James Lee work for?

James Lee works for Julius Technologies.

What is James Lee's role at Julius Technologies?

James Lee is listed as Innovating Financial Technology | Driving Strategic Growth | Transforming Business with AI & Tech at Julius Technologies.

What is James Lee's email address?

AeroLeads has found 1 work email signal at @prcm.com for James Lee at Julius Technologies.

Where is James Lee based?

James Lee is based in New York City Metropolitan Area, United States while working with Julius Technologies.

What companies has James Lee worked for?

James Lee has worked for Julius Technologies, Pine River Capital Management, Barclays Capital, and Lehman Brothers.

How can I contact James Lee?

You can use AeroLeads to view verified contact signals for James Lee at Julius Technologies, including work email, phone, and LinkedIn data when available.

What schools did James Lee attend?

James Lee holds Bachelor Of Science (Bs), Finance from The Wharton School.

What skills is James Lee known for?

James Lee is listed with skills including Derivatives, Fixed Income, Credit Derivatives, Credit Risk, Financial Risk, Structured Products, Capital Markets, and Portfolio Management.

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