Jeff Lee Email & Phone Number

Finance Director with accounting, finance and management experience as the APAC CFO, APAC COO, financial controller, and country manager at Wells Fargo. Led activities and teams responsible for financial reporting, local and US regulatory reporting, FP&A, month-end close, internal controls, governance, tax and treasury. Chaired ALCO, New Products & Initiatives, and Regulatory Reporting Oversight committees. Established new legal entity structures and met all legal entity monitoring and reporting requirements. Led effort to integrate new businesses and coordinated divestitures and asset transfers. Adopted new technology to enhance financial, regulatory and metrics reporting capabilities with the use of Axiom, Alteryx, Confluence, OneSumX, Tableau, and Workiva.

Finance Manager responsible for the regional finance teams and FP&A function. Prepared monthly forecasts and the annual financial plan for the wealth management business. Served as a trusted advisor by partnering with Management on the development of a client-centric strategy to maximize profit and deliver on cost efficiencies. Represented line of business finance as the lead on mergers, acquisitions, and bank integration.