Jack Lee Email & Phone Number

Hanover, NH

Strategy Building / Planning / Deploymento Led enterprise strategic planning process to determine enterprise, business, regional and functional priorities building to long-range / annual operating plans. o Led quarterly meetings to track execution success, hosted global leadership team for annual Strategy Week for workshops / team building / leadership.

Hanover, NH

• Voice of the Customer (VOC) - developed / led broadest voice of the customer (VOC) survey in the company’s history, interviewed > 130 customers in North America, Europe and Asia leading to adjacent technology product /.
• Re-evaluated market strategies of challenged business models to… Show more
• Re-evaluated market strategies of challenged business models to re-focus for success.
• Evaluated new technologies for intersections between Hypertherm’s core capabilities and future strategic direction. Show less

Hanover, NH

• Led global business unit (Strategy & Business Development, Operations - Europe, Marketing, Technical/Sales Support, Engineering, and Customer Service / Order Fulfillment).
• Grew business > 2x through channel expansion, regional diversification, improved pricing structure, sales force engagement / training, sales support build, product line expansion, segment expansion, technology.
• Managed international team of 25 direct and indirect reports (22 in… Show more
• Managed international team of 25 direct and indirect reports (22 in Italy, 3 in North America).
• Travelled internationally extensively to meet with customers, negotiate with suppliers, and European team (primarily Italy / Western Europe, Eastern Europe / Asia).
• Managed Channel Partner conflict and diversification of supply chain.

Hanover, NH

• Cross-Team initiative for strategic review of supply base to balance suppliers, mitigate risk and optimize capabilities.
• Developed contingency plan for lack of resources to focus on initiative.
• Developed a Part Matrix to assist in assessing risk in our supply base.
• Broke critical parts down into families - assessed risk areas to focus on for optimal in-source / outsource approach.
• In-Sourced parts production based on drop in demand - to increase capacity utilization.
• … Show more Cross-Team initiative for strategic review of supply base to balance suppliers, mitigate risk and optimize capabilities.

Hanover, NH

Structured the foundation of company’s acquisition strategy – developed acquisition and post-close operational strategy. Developed target approach - established direction for broad market or targeted company approach review, mapping gaps / risk areas and opportunities - enabling prioritization of companies to review.Identified, cultivated targets based on.

Boston, MA

• Series 7 & 63 Certified
• Member of fifteen-person team with over $9 billion in assets under management.
• Reviewed client asset allocations, made recommendations to senior team members and clients on implementation of overall strategy and specific investments within such strategy.
• Assisted in the team’s equity trading operation, both on an advisory and brokerage basis.
• Provided analysis to clients regarding firm/team investment strategy, economic outlook, and individual… Show more Series 7 & 63 Certified
• Provided analysis to clients regarding firm/team investment strategy, economic outlook, and individual company/sector research.

New York City, NY

• Supervised weekly preparation of report detailing current positions, cash available, and profit and loss relating to Equity Risk Arbitrage business in various limited partnership funds. Managed relationship with the.
• Supervised and assisted in preparation of financial statements for over 30 limited partnership funds invested in venture capital companies, real estate, equity and high… Show more
• Supervised and assisted in preparation of financial statements for over 30 limited partnership funds invested in venture capital companies, real estate, equity and high yield securities, cross-currency options, and.
• Managed year-end audit and tax processes associated with these financial statements.
• Senior accountant responsible for highly leveraged onshore and offshore limited partnerships investing in various hedge funds. Involved in conception, call of capital, investment, weekly reporting of leveraged returns.
• Heavily involved in the recruitment process and in supervising/mentoring junior accountants. Show less

New York City Metropolitan Area

• CPA certified
• Planned, performed, and supervised audits for public/non-public companies, including SEC regulated companies, and ERISA pension and profit sharing/401(k) plans.
• Prepared and filed financial statements, regulatory FOCUS reports, and annual 10-Ks. Audited and analyzed the financial statements of a major broker/dealer, taking on a senior role.
• Identified potential client for the firm and took part in the planning and proposal process.
• Supervised and trained staff… Show more CPA certified
• Supervised and trained staff associates on audit practices and procedures, documentation of work performed, identification of issues/concerns, and the firm’s transition to a paperless audit. Show less

New York City Metropolitan Area

• Performed audits for public/non-public companies, including SEC regulated companies, and ERISA pension and profit sharing/401(k) plans.
• Prepared / audited financial statements, regulatory FOCUS reports, and annual 10-Ks. Audited and analyzed the financial statements of a major broker/dealer.

Bs, Accounting, 3.5

Activities and Societies: Cum Laude • Student Government Budget Director. • Delta Mu Delta, Business Honor Society.

Mba, General Management

Activities and Societies: Hockey