Keith Lee Email & Phone Number
@ally-bridge.com
3 phones found area 626 and 310
LinkedIn matched
Who is Keith Lee? Overview
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Keith Lee is listed as Private Equity Associate at Ally Bridge Group at Ally Bridge Group, based in New York, New York, United States. AeroLeads shows a work email signal at ally-bridge.com, phone signal with area code 626, 310, and a matched LinkedIn profile for Keith Lee.
Keith Lee previously worked as Private Equity Associate at Ally Bridge Group and Investment Banking Associate at Jefferies. Keith Lee holds Bachelor Of Arts (B.A.), Economics from Uc San Diego.
Email format at Ally Bridge Group
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AeroLeads found 1 current-domain work email signal for Keith Lee. Compare company email patterns before reaching out.
About Keith Lee
Passed CFA Level II
Listed skills include Microsoft Excel, Financial Accounting, Microsoft Office, Financial Analysis, and 8 others.
Keith Lee's current company
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Keith Lee work experience
A career timeline built from the work history available for this profile.
Investment Banking Associate
Investment Banking Associate
Investment Banking Analyst
Investment Banking Analyst
- Selected Project Experience:
- ABBK (Abengoa Bioenergy Biomass of Kansas): $3.9M DIP Loan, $48.5M Sale to Synata Bio
- American Airlines: Review of Alternative Jet Fuel Industry and Strategic Partners
- CHS: Corporate carve-out of turf seed assets
Analyst
- Produced monthly and quarterly performance reports and reconciled all monthly returns to ensure the accuracy of data provided
- Trained 2 new analysts with the performance measurement system and supervised investment performance reports of 3.1 billion
- Compiled executive summaries for investment committee meetings and produced deck books for manager research projects
- Calculated custom benchmarks for various pension plans and reconciled returns of custom indices in the database
- Improved efficiency and appearance of reports produced by adding Macros in various Excel and PowerPoint templates
Research Analyst Intern
- Generated lists of potential targets with customized screenings on Capital IQ for private equity groups and middle market investment banks
- Composed a quarterly report about middle-market M&A Activity in the Southwest region for marketing purposes
- Researched on contact information of over 1000 executives of middle market companies for business development
Vice President Of Finance
- Created a $6000-budget to accommodate the needs of all officers and saved 31% of the budget for the 10-year banquet
- Showed the financial status of the chapter by creating Excel spreadsheets and charts for the National Office’s annual audit
- Shortened the time taken to deposit cash 25% by creating Excel Spreadsheet that tracks dues collections and reimbursements
- Demonstrated to prospective members how to do DCF, explained ratios such as P/E and ROE for their case studies
Associate Financial Analyst
- Created daily market update in Excel utilizing FactSet and Capital IQ to cover the fundamentals of S&P 500 Constituents
- Created 3 PowerPoint presentations used by the Director of Institutional Sales to attract new clients
- Used Excel and Capital IQ to make tables of S&P 500 sector returns that were used in pitch book and the web-site
- Customized a model in Excel that generates 741 potential investors which will be used in business development
- Used Excel to calculate the volatility and average annual return of S&P 500 options and futures, used in investors’ presentations
Keith Lee education
Bachelor Of Arts (B.A.), Economics
Education record
Education record
Frequently asked questions about Keith Lee
Quick answers generated from the profile data available on this page.
What company does Keith Lee work for?
Keith Lee works for Ally Bridge Group.
What is Keith Lee's role at Ally Bridge Group?
Keith Lee is listed as Private Equity Associate at Ally Bridge Group at Ally Bridge Group.
What is Keith Lee's email address?
AeroLeads has found 1 work email signal at @ally-bridge.com for Keith Lee at Ally Bridge Group.
What is Keith Lee's phone number?
AeroLeads has found 3 phone signal(s) with area code 626, 310 for Keith Lee at Ally Bridge Group.
Where is Keith Lee based?
Keith Lee is based in New York, New York, United States while working with Ally Bridge Group.
What companies has Keith Lee worked for?
Keith Lee has worked for Ally Bridge Group, Jefferies, Wedbush Securities, Ocean Park Advisors, and Wilshire Associates.
How can I contact Keith Lee?
You can use AeroLeads to view verified contact signals for Keith Lee at Ally Bridge Group, including work email, phone, and LinkedIn data when available.
What schools did Keith Lee attend?
Keith Lee holds Bachelor Of Arts (B.A.), Economics from Uc San Diego.
What skills is Keith Lee known for?
Keith Lee is listed with skills including Microsoft Excel, Financial Accounting, Microsoft Office, Financial Analysis, Finance, Powerpoint, Customer Service, and Investments.
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