Chief Financial Officer
Haiti On The Rise
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Randall Lee Email & Phone Number
Chief Financial Officer
at
Haiti On The Rise
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✓ Verified May 2026
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Current company
Haiti On The Rise
Role
Chief Financial Officer
Location
San Francisco, California, United States
Who is Randall Lee? Overview
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Quick answer
Randall Lee is listed as Chief Financial Officer at Haiti On The Rise, based in San Francisco, California, United States. AeroLeads shows a matched LinkedIn profile for Randall Lee.
Randall Lee previously worked as Adjunct Professor of Software Engineering & Computer Science at California State University, Fullerton and Personal Representative at Estate Administration. Randall Lee holds Master Of Software Engineering, Software Engineering & Computer Science, 3.87 Overall Gpa On 4.0 Scale from California State University, Fullerton.
Profile bio
About Randall Lee
I am a Chartered Financial Analyst (CFA) with 10 years of experience in Private Wealth Management, 5 years in Corporate Finance, 5 years of teaching Finance, Marketing, Software Engineering, & Computer Science in Higher Education, and 10 years of management in Entrepreneurship and the Non-Profit sector. I have worked in the areas of financial services, banking, high-tech manufacturing, higher education, not-for-profit, and travel & recreation. I am interested in the growing field of Finance & Technology and shall be seeking new opportunities in those sectors..Specialties: Investment Research; Manager Research; Portfolio Management; and Private Wealth Management.Teaching of Finance, Marketing, and Technology in Higher Education.Financial Analysis; Multivariate Statistics; Business Plan & Marketing Plan Design; Report Writing; Microsoft Office Applications such as Excel, Access, Word, & PowerPoint; and Website Design.
Listed skills include Financial Modeling, Investments, Portfolio Management, Financial Analysis, and 11 others.
Current workplace
Randall Lee's current company
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Haiti On The Rise
12 roles · 15 years
Randall Lee work experience
A career timeline built from the work history available for this profile.
Adjunct Professor Of Software Engineering & Computer Science
Aug 2021 - Jul 2022
Personal Representative
Estate Administration
Jun 2016 - Oct 2020
Director, Board Of Directors
Uc Berkeley Haas Northbay Alumni Association
Jan 2011 - Dec 2015
Private Banking & Wealth Management
Wells Fargo
Aug 2012 - May 2015
Director, Board Of Directors
Cfa Society Of San Francisco (Cfasf)
- Serving as liaison between the Board and the Career Development Committee.- Recruited and developed 3 co-chairs to administer the career development program.- Managed the CFASF Career Development Committee.- Worked with the committee and investment industry professionals to present events which aid in CFASF members' and guests' career development..
Jul 2010 - Dec 2012
Wealth Management Advisor
Bank Of America Global Wealth & Investment Management
2011 - 2012
~1 yr
General Manager
Wild West Cycling Adventures
- Developed and implemented the firm’s business and marketing plans, and designed and distributed the entity’s marketing communications.- Created the entity’s internal value chain and established the upstream and downstream components of the firm’s supply chain.- Designed and managed an e-commerce website, and used search advertising and fantasy gaming to.
Jan 2006 - Oct 2009
Adjunct Professor Of Finance And Marketing
- Taught Investment Management topics such as Modern Portfolio Theory, the Efficient Frontier, and optimal portfolio mix.- Discussed portfolio diversification with exchange traded funds, actively managed portfolios, mutual funds, and individual securities.- Presented on how to value equities, fixed income, and derivatives using macro and sector.
Jan 2003 - Aug 2005
Senior Financial Analyst
- Conducted the financial planning, forecasting, budgeting, and variance analysis of the Americas Manufacturing Group. - Developed the NPV & IRR spreadsheet analysis of current and future projects involving the Printed Circuit Assembly unit.- Headed the financial and accounting aspects of the divestiture and relocation of printer manufacturing assets and.
Nov 1995 - Feb 1999
Senior Financial Consultant
- Developed and monitored the financial management aspects of services and operations in North America, Europe, and Asia.- Analyzed bank projects using foreign currency forward rates, Interest Rate Parity, Equity Cost, and Residual Income models. - Provided recommendation reports to executive management concerning business development and capital.
Jan 1993 - Dec 1993
Pension Consultant And Financial Consultant
Shearson Lehman Hutton
- Conducted manager research and matched institutional accounts with asset managers based upon their financial goals and risk/return performance, respectively.- Prospected for new clients by making presentations, and was 1st in my entry class in establishing new relationships.- Designed, monitored, and rebalanced client portfolios based upon their return.
Oct 1985 - Aug 1990
5 education records
Randall Lee education
Master Of Software Engineering, Software Engineering & Computer Science, 3.87 Overall Gpa On 4.0 Scale
Cfa Charterholder
Cfa Institute
Finance & Sport
Mba, Finance, Accounting, Marketing, And Management
B.S., Finance, Accounting, And Marketing
FAQ
Frequently asked questions about Randall Lee
Quick answers generated from the profile data available on this page.
What company does Randall Lee work for?
Randall Lee works for Haiti On The Rise.
What is Randall Lee's role at Haiti On The Rise?
Randall Lee is listed as Chief Financial Officer at Haiti On The Rise.
Where is Randall Lee based?
Randall Lee is based in San Francisco, California, United States while working with Haiti On The Rise.
What companies has Randall Lee worked for?
Randall Lee has worked for Haiti On The Rise, California State University, Fullerton, Estate Administration, Uc Berkeley Haas Northbay Alumni Association, and Wells Fargo.
How can I contact Randall Lee?
You can use AeroLeads to view verified contact signals for Randall Lee at Haiti On The Rise, including work email, phone, and LinkedIn data when available.
What schools did Randall Lee attend?
Randall Lee holds Master Of Software Engineering, Software Engineering & Computer Science, 3.87 Overall Gpa On 4.0 Scale from California State University, Fullerton.
What skills is Randall Lee known for?
Randall Lee is listed with skills including Financial Modeling, Investments, Portfolio Management, Financial Analysis, Valuation, Quantitative Analytics, Research, and Equities.
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