Keith Lee

Keith Lee Email and Phone Number

Private Equity Associate at Ally Bridge Group @ Ally Bridge Group
Keith Lee's Location
New York, New York, United States, United States
Keith Lee's Contact Details
About Keith Lee

Passed CFA Level II

Keith Lee's Current Company Details
Ally Bridge Group

Ally Bridge Group

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Private Equity Associate at Ally Bridge Group
Keith Lee Work Experience Details
  • Ally Bridge Group
    Private Equity Associate
    Ally Bridge Group Feb 2022 - Present
    New York, New York, Us
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  • Jefferies
    Investment Banking Associate
    Jefferies Apr 2021 - Jan 2022
    New York City, New York, Us
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  • Wedbush Securities
    Investment Banking Associate
    Wedbush Securities Mar 2019 - Mar 2021
    Los Angeles, California, Us
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  • Wedbush Securities
    Investment Banking Analyst
    Wedbush Securities Dec 2016 - Feb 2019
    Los Angeles, California, Us
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  • Ocean Park Advisors
    Investment Banking Analyst
    Ocean Park Advisors Jun 2015 - Dec 2016
    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
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  • Wilshire Associates
    Analyst
    Wilshire Associates Apr 2014 - Jun 2015
    Santa Monica, Ca, Us
    • 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
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  • Captarget, Llc
    Research Analyst Intern
    Captarget, Llc Feb 2014 - Mar 2014
    San Diego, California, Us
    • 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
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  • Delta Sigma Pi - Omicron Sigma Chapter
    Vice President Of Finance
    Delta Sigma Pi - Omicron Sigma Chapter Dec 2012 - Jun 2013
    • 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
  • Reality Shares, Inc.
    Associate Financial Analyst
    Reality Shares, Inc. 2013 - 2013
    San Diego, Ca, Us
    • 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
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Keith Lee Skills

Microsoft Excel Financial Accounting Microsoft Office Financial Analysis Finance Powerpoint Customer Service Investments Financial Modeling Quickbooks Microsoft Word Data Analysis

Keith Lee Education Details

  • Uc San Diego
    Uc San Diego
    Economics
  • Mt. San Antonio College
    Mt. San Antonio College
  • Diocesan Boys' School
    Diocesan Boys' School

Frequently Asked Questions about Keith Lee

What company does Keith Lee work for?

Keith Lee works for Ally Bridge Group

What is Keith Lee's role at the current company?

Keith Lee's current role is Private Equity Associate at Ally Bridge Group.

What is Keith Lee's email address?

Keith Lee's email address is ke****@****ush.com

What is Keith Lee's direct phone number?

Keith Lee's direct phone number is +162659*****

What schools did Keith Lee attend?

Keith Lee attended Uc San Diego, Mt. San Antonio College, Diocesan Boys' School.

What are some of Keith Lee's interests?

Keith Lee has interest in Badminton, Soccer, Accounting, Economics, Business, Rock And Roll Music, Barack Obama, Cooking, 24 (Tv Series), Lacoste.

What skills is Keith Lee known for?

Keith Lee has skills like Microsoft Excel, Financial Accounting, Microsoft Office, Financial Analysis, Finance, Powerpoint, Customer Service, Investments, Financial Modeling, Quickbooks, Microsoft Word, Data Analysis.

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