Nick Lee Email & Phone Number
@planful.com
1 phone found area 508
LinkedIn matched
Who is Nick Lee? Overview
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Nick Lee is listed as Solution Consultant at Planful at Planful, a company with 391 employees, based in Phoenix, Arizona, United States. AeroLeads shows a work email signal at planful.com, phone signal with area code 508, and a matched LinkedIn profile for Nick Lee.
Nick Lee previously worked as Solution Consultant at Planful and Senior Implementation Consultant at Synario. Nick Lee holds Bachelor Of Science In Business Administration, Finance from Carnegie Mellon University - Tepper School Of Business.
Email format at Planful
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AeroLeads found 1 current-domain work email signal for Nick Lee. Compare company email patterns before reaching out.
About Nick Lee
Nick Lee is a Solution Consultant at Planful at Planful. He possess expertise in microsoft office, minitab, customer service, microsoft excel, management and 7 more skills.
Listed skills include Microsoft Office, Minitab, Customer Service, Microsoft Excel, and 8 others.
Nick Lee's current company
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Nick Lee work experience
A career timeline built from the work history available for this profile.
Senior Implementation Consultant
- Implemented Synario solutions for institutions by working with clients’ senior management to teach them the financial modeling platform and design their multi-year strategic forecasting models
- Configured and managed client data to align with Synario platform and streamline projection analysis
- Pioneered client-specific modeling solutions that enabled clients to analyze strategic aspects of their business such as building new capital projects, debt issuances, and various operational scenarios
- Helped lead customer success efforts through further customizing clients’ financial models, providing modeling consultation, and creating thought-leadership content in order to help clients obtain the most value out of.
Implementation Consultant
Equity Research Intern
- Screened for and researched undervalued companies for strategic fit and long-term investment opportunities
- Monitored and analyzed special situations such as spin-offs and rights offerings
- Attended and engaged in analyst days, conferences, and meetings w/ senior management of firms that had prospective investment opportunities
- Assessed companies by working with financial valuation models and using qualitative analysis
Strategic Channels Sales Intern
- Worked with Sales and Marketing departments to discover and rate the strength of prospects
- Used annual reports and financial statements to analyze performance of organizations
- Found key contacts for current and prospective accounts
- Contacted and conducted surveys with head HR people in organizations to gage and understand trends in higher education industry
Colleagues at Planful
Other employees you can reach at planful.com. View company contacts for 391 employees →
Amrita Johal, Cpa
Colleague at Planful
West Vancouver, British Columbia, Canada, Canada
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IS
Igor Solovetski, Cpa, Ca
Colleague at Planful
Vancouver, British Columbia, Canada, Canada
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RG
Rushikesh Gade
Colleague at Planful
Hyderabad, Telangana, India, India
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VS
Vaishali Sharma
Colleague at Planful
Indore, Madhya Pradesh, India, India
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UT
Utkarsh Tiwari
Colleague at Planful
Hyderabad, Telangana, India, India
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KK
Karthikeya Kallapu
Colleague at Planful
Hyderabad, Telangana, India, India
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HN
Hieu Nguyen
Colleague at Planful
San Francisco, California, United States, United States
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BJ
Bhaskar Jujare
Colleague at Planful
Hyderabad, Telangana, India, India
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VK
Venkateswarlu K.
Colleague at Planful
Fremont, California, United States, United States
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AJ
Ankush Jinanga
Colleague at Planful
Hyderabad, Telangana, India, India
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Nick Lee education
Bachelor Of Science In Business Administration, Finance
Education record
Frequently asked questions about Nick Lee
Quick answers generated from the profile data available on this page.
What company does Nick Lee work for?
Nick Lee works for Planful.
What is Nick Lee's role at Planful?
Nick Lee is listed as Solution Consultant at Planful at Planful.
What is Nick Lee's email address?
AeroLeads has found 1 work email signal at @planful.com for Nick Lee at Planful.
What is Nick Lee's phone number?
AeroLeads has found 1 phone signal(s) with area code 508 for Nick Lee at Planful.
Where is Nick Lee based?
Nick Lee is based in Phoenix, Arizona, United States while working with Planful.
What companies has Nick Lee worked for?
Nick Lee has worked for Planful, Synario, Robotti & Company, and Harvard Business Publishing.
Who are Nick Lee's colleagues at Planful?
Nick Lee's colleagues at Planful include Amrita Johal, Cpa, Igor Solovetski, Cpa, Ca, Rushikesh Gade, Vaishali Sharma, and Utkarsh Tiwari.
How can I contact Nick Lee?
You can use AeroLeads to view verified contact signals for Nick Lee at Planful, including work email, phone, and LinkedIn data when available.
What schools did Nick Lee attend?
Nick Lee holds Bachelor Of Science In Business Administration, Finance from Carnegie Mellon University - Tepper School Of Business.
What skills is Nick Lee known for?
Nick Lee is listed with skills including Microsoft Office, Minitab, Customer Service, Microsoft Excel, Management, Problem Solving, Leadership, and Powerpoint.
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