Finance And Real Estate
Current
Oct 2021 - Present
AeroLeads people directory · profile
Sam Lee, Cfa Email & Phone Number
Finance and Real Estate at Roofstock
at
Roofstock
1 work email found
@roofstock.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Finance and Real Estate at Roofstock
Location
San Francisco Bay Area, United States, United States
Company size
Who is Sam Lee, Cfa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Sam Lee, Cfa is listed as Finance and Real Estate at Roofstock at Roofstock, a company with 142 employees, based in San Francisco Bay Area, United States, United States. AeroLeads shows a work email signal at roofstock.com and a matched LinkedIn profile for Sam Lee, Cfa.
Sam Lee, Cfa previously worked as Finance and Real Estate at Roofstock and Product Management at Fis. Sam Lee, Cfa holds Bachelor Of Science (B.S.), Business Administration from San Francisco State University.
Company email context
Email format at Roofstock
This section adds company-level context without repeating Sam Lee, Cfa's masked contact details.
{first}@roofstock.com
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AeroLeads found 1 current-domain work email signal for Sam Lee, Cfa. Compare company email patterns before reaching out.
Profile bio
About Sam Lee, Cfa
Currently part of the Roofstock One team helping manage cash flows and distributions for our innovative single family REIT. As a CFA Charterholder with extensive experience at asset management companies, I have insights into the investment business and am adept in financial modeling. Previously the founder of Form Footwear, an independent brand making classic footwear for women and men.
Listed skills include Investment Research, Value Investing, Fixed Income, Equities, and 14 others.
Current workplace
Sam Lee, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Roofstock
7 roles
Sam Lee, Cfa work experience
A career timeline built from the work history available for this profile.
Product Management
Defined and developed SaaS applications for financial data management and visualizations. Industry focus: capital markets and asset management.
Jul 2019 - Sep 2021
Founder
As an entrepreneur, founded an independent footwear company that offered hand crafted wedge sneakers to consumers at an accessible price point.
Jan 2017 - Jan 2020
Product Management
Baseventure
(Acquired by FIS) Defined and developed SaaS applications for financial data management and visualizations. Industry focus: capital markets and asset management.
Aug 2018 - Jul 2019
Jun 2015 - Sep 2016
Investment Compliance
Oct 2012 - May 2015
Portfolio Accounting & Fund Administration
Feb 2008 - Jul 2011
Team & coworkers
Colleagues at Roofstock
Other employees you can reach at roofstock.com. View company contacts for 142 employees →
HJ
Heather Jones
Colleague at Roofstock
Phoenix, Arizona, United States, United States
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NE
Nick Edwards
Colleague at Roofstock
Farmington, Michigan, United States, United States
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MM
Maria Moersen
Colleague at Roofstock
New York, New York, United States, United States
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DH
Destyni Hardridge
Colleague at Roofstock
Miami-Fort Lauderdale Area, United States
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EL
Eric Landis
Colleague at Roofstock
Henderson, Nevada, United States, United States
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SL
Star Lava
Colleague at Roofstock
Johannesburg, Gauteng, South Africa, South Africa
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KM
Kristi Mergenhagen
Colleague at Roofstock
Buffalo, New York, United States, United States
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JP
Jeremy Peardon
Colleague at Roofstock
Niagara Falls, Ontario, Canada, Canada
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RR
Reginald Radford
Colleague at Roofstock
Las Vegas, Nevada, United States, United States
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RN
Ruslan Nevecheria
Colleague at Roofstock
Ukraine, Ukraine
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Heather Jones
Colleague at Roofstock
Phoenix, Arizona, United States, United States
View →
NE
Nick Edwards
Colleague at Roofstock
Farmington, Michigan, United States, United States
View →
MM
Maria Moersen
Colleague at Roofstock
New York, New York, United States, United States
View →
DH
Destyni Hardridge
Colleague at Roofstock
Miami-Fort Lauderdale Area, United States
View →
EL
Eric Landis
Colleague at Roofstock
Henderson, Nevada, United States, United States
View →
SL
Star Lava
Colleague at Roofstock
Johannesburg, Gauteng, South Africa, South Africa
View →
KM
Kristi Mergenhagen
Colleague at Roofstock
Buffalo, New York, United States, United States
View →
JP
Jeremy Peardon
Colleague at Roofstock
Niagara Falls, Ontario, Canada, Canada
View →
RR
Reginald Radford
Colleague at Roofstock
Las Vegas, Nevada, United States, United States
View →
RN
Ruslan Nevecheria
Colleague at Roofstock
Ukraine, Ukraine
View →
1 education record
Sam Lee, Cfa education
FAQ
Frequently asked questions about Sam Lee, Cfa
Quick answers generated from the profile data available on this page.
What company does Sam Lee, Cfa work for?
Sam Lee, Cfa works for Roofstock.
What is Sam Lee, Cfa's role at Roofstock?
Sam Lee, Cfa is listed as Finance and Real Estate at Roofstock at Roofstock.
What is Sam Lee, Cfa's email address?
AeroLeads has found 1 work email signal at @roofstock.com for Sam Lee, Cfa at Roofstock.
Where is Sam Lee, Cfa based?
Sam Lee, Cfa is based in San Francisco Bay Area, United States, United States while working with Roofstock.
What companies has Sam Lee, Cfa worked for?
Sam Lee, Cfa has worked for Roofstock, Fis, Form Footwear, Baseventure, and Jefferies.
Who are Sam Lee, Cfa's colleagues at Roofstock?
Sam Lee, Cfa's colleagues at Roofstock include Heather Jones, Nick Edwards, Maria Moersen, Destyni Hardridge, and Eric Landis.
How can I contact Sam Lee, Cfa?
You can use AeroLeads to view verified contact signals for Sam Lee, Cfa at Roofstock, including work email, phone, and LinkedIn data when available.
What schools did Sam Lee, Cfa attend?
Sam Lee, Cfa holds Bachelor Of Science (B.S.), Business Administration from San Francisco State University.
What skills is Sam Lee, Cfa known for?
Sam Lee, Cfa is listed with skills including Investment Research, Value Investing, Fixed Income, Equities, Bloomberg, Financial Analysis, Client Service, and Microsoft Excel.
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