AeroLeads people directory · profile
James Lee Email & Phone Number
Chief Financial Officer
at
Perry Weather
1 work email found
@perryweather.com
1 phone found area 800
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Financial Officer
Location
Dallas, Texas, United States
Company size
Who is James Lee? Overview
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Quick answer
James Lee is listed as Chief Financial Officer at Perry Weather, a company with 80 employees, based in Dallas, Texas, United States. AeroLeads shows a work email signal at perryweather.com, phone signal with area code 800, and a matched LinkedIn profile for James Lee.
James Lee previously worked as Chief Financial Officer at Gds Link and Chief Financial Officer / Chief Operating Officer at Ser Technology Corporation (Purchased By Gds Link). James Lee holds Bba, Finance from Texas Mccombs School Of Business.
Company email context
Email format at Perry Weather
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{first_initial}{last}@perryweather.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
C-level Finance and Operations executive who has led several company exits and turnarounds. Has held senior level positions at SaaS and services companies as well as in financial advisory. Previous corporate finance and strategy background at investment banking and consulting organizations. Operates business with a pragmatic and methodical approach. Rationalizing operations to improve margins and structuring sales to drive growth. Focus on developing process, leveraging systems, building capable teams and driving accountability.Data-driven leader with CFO and COO experience across multiple disciplines delivering early and long-term sustainable results for organizations. Believes balancing data transparency, maintaining a client-forward view, cultivating strong employees with the nuance of people management is the key to success.Experience: corporate finance, operations, M&A advisory, valuation, financial & operational modeling, strategic consulting, private equity secondaries, post-transaction integration, liquidity management, revenue recognition; human capital, performance (KPI) measurement and monitoring, FP&A, human capital, legal, sales ops
Listed skills include Valuation, Due Diligence, Alternative Investments, Mergers And Acquisitions, and 35 others.
Current workplace
James Lee's current company
Company context helps verify the profile and gives searchers a useful next step.
Perry Weather
7 roles · 25 years
James Lee work experience
A career timeline built from the work history available for this profile.
Chief Financial Officer
CurrentGDS Link is a SaaS global leader in credit decisioning solutions. Backed by Serent Capital, our customer-centric risk management and process automation platforms are designed for the modern lender in their pursuit to capitalize on the entire credit lifecycle.
2022 - Present
~4 yrs 5 mos
Chief Financial Officer / Chief Operating Officer
Ser Technology Corporation (Purchased By Gds Link)
Lead all levels of finance, accounting, FP&A and operations of a growing and dynamic software and services firm, including product execution, legal and HR. Managed exit process to private equity portfolio company.
2013 - 2021
~8 yrs
Principal
Advise limited partners invested in private equity on the valuation, sell- and buy-side for secondary interests. Structure the foundation of the secondary practice including transaction processes, legal, modeling and business development. Advised on $165 million in secondary transactions.
2009 - 2013
~4 yrs
Vice President
Cogent Partners (Purchased By Greenhill)
Structure transaction process for secondary opportunities. Advise limited partners invested in private equity on the valuation, sell- and buy-side for secondary interests. Built firm's fund valuation models. Advised on $1.4 billion in secondary transactions.
2006 - 2009
~3 yrs
Associate
Advise operating companies on sell-side processes and buy-side opportunities. Conduct in-depth valuation analysis and due diligence on operating companies. Draft memorandums and marketing materials for capital raises and sell-side opportunities. Consult with executive management teams on strategic initiatives.
2003 - 2006
~3 yrs
Analyst
Develop business development materials. Conduct in-depth valuation modeling analysis and due diligence on operating companies. Advise operating companies on capital raises, sell-side processes and buy-side opportunities.
2001 - 2003
~2 yrs
1 education record
James Lee education
-
Texas Mccombs School Of Business
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 Perry Weather.
What is James Lee's role at Perry Weather?
James Lee is listed as Chief Financial Officer at Perry Weather.
What is James Lee's email address?
AeroLeads has found 1 work email signal at @perryweather.com for James Lee at Perry Weather.
What is James Lee's phone number?
AeroLeads has found 1 phone signal(s) with area code 800 for James Lee at Perry Weather.
Where is James Lee based?
James Lee is based in Dallas, Texas, United States while working with Perry Weather.
What companies has James Lee worked for?
James Lee has worked for Perry Weather, Gds Link, Ser Technology Corporation (Purchased By Gds Link), Mht Secondary Advisors, and Cogent Partners (Purchased By Greenhill).
How can I contact James Lee?
You can use AeroLeads to view verified contact signals for James Lee at Perry Weather, including work email, phone, and LinkedIn data when available.
What schools did James Lee attend?
James Lee holds Bba, Finance from Texas Mccombs School Of Business.
What skills is James Lee known for?
James Lee is listed with skills including Valuation, Due Diligence, Alternative Investments, Mergers And Acquisitions, Investment Banking, Venture Capital, Lbo, and Corporate Finance.
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