Tim Lee

Tim Lee Email and Phone Number

Operations Sr. Associate at Hamilton Lane @ Hamilton Lane
pennsylvania, united states
Tim Lee's Location
San Francisco, California, United States, United States
Tim Lee's Contact Details

Tim Lee work email

Tim Lee personal email

About Tim Lee

I am passionate about the financial markets. I have experience working with financial reports and understanding various investment vehicles. My experience comes from supporting clients with their portfolio accounting reports as a data analyst for a global investment firm and from personal investment experiences.My hobbies include keeping up with current market events and understanding current market trends. I am resourceful in resolving complex technical issues and understand fundamental and advanced investing principals. I have experience processing, manipulating, automating and analyzing large amounts of data with excel spreadsheets and SQL databases. I am passionate about finding solutions, improving processes and thinking outside of the box.

Tim Lee's Current Company Details
Hamilton Lane

Hamilton Lane

View
Operations Sr. Associate at Hamilton Lane
pennsylvania, united states
Website:
hamiltonlane.com
Employees:
437
Tim Lee Work Experience Details
  • Hamilton Lane
    Operations Sr. Associate
    Hamilton Lane Mar 2020 - Present
    San Francisco, California, United States
    View
  • The Pasha Group
    Business Analyst
    The Pasha Group Jan 2015 - Mar 2020
    San Francisco Bay Area
    Provide reporting analysis and support for operations group using PowerPivot, SQL and SAP Business Object reports. Assist with month-end billing and variance reporting.Assist with troubleshooting, reprocessing and resending customer EDI messages.Work with operations, IT team and finance groups to resolve billing issues. Assist in accounts receivable recovery project, recovering missed company revenue.
  • Sacred Heart Cathedral Preparatory
    Varsity Assistant Coach
    Sacred Heart Cathedral Preparatory 2006 - Mar 2018
    Assist with coaching the high school wrestling team and designing the team website.
    View
  • Accounting Principals
    Financial Data Analyst
    Accounting Principals Jul 2014 - Dec 2014
    San Francisco, California
    Analyze operational data points in various databases utilizing SQL, Powerpivot and other reporting applications to optimze company businesses.
  • Media Group
    Director Of Affiliate Sales
    Media Group Feb 2012 - Nov 2013
    San Francisco Bay Area
    Grew affiliates sales in half million-dollar account by over 50% while also increasing profitability. Identified future industry trends and growth opportunities in mobile sales and lead company mobile business accounts.
  • Advent Software
    Client Support
    Advent Software Sep 2005 - Feb 2012
    San Francisco Bay Area
    Supporting clients using the Axys / APX portfolio accounting software with portfolio reporting and data reconciliation. Also assisted clients with monthly billing and reports using Revenue Center and Advent Packager.Identified and resolved necessary Microsoft IT network firewall security configuration settings for investment firms using the APX reporting software.Client Support department quarterly Web Case Award recipient for responding to most web incidents submitted to client services department, promptly and quickly resolving client issues.Managed and lead department initiative to onboard clients for additional APX performance attribution reporting functionality.
    View
  • Barclays Global Investors
    Data Analyst
    Barclays Global Investors Aug 2000 - Oct 2004
    Sacramento, California Area
    Processed corporate actions, pricing files, data analysis requests and support internal groups. Worked on multiple projects under strict deadlines, corroborated with fund accountants ensuring accuracy in global funds.Functioned as a liaison between managers, business groups, user groups and engineers. Assisted in cost-benefit analysis for implementing system changes.

Tim Lee Skills

Enterprise Software Salesforce.com Databases Sql Saas Crm Software Documentation Troubleshooting Microsoft Office Bloomberg Vmware Technical Support Cloud Computing Networking Customer Service Microsoft Excel Microsoft Sql Server Windows Alternative Investments Software Implementation Visual Basic Technical Training Computer Network Operations Disaster Recovery Computer Security Computer Hardware Equities Etfs Options Options Strategies Technical Analysis Fundamental Analysis Trading System Trading Strategies Equity Trading Stock Trading Marketing Soft Skills Coaching Video Editing Import Export Social Media Web Design Html Seo Web Analytics Web Content E Commerce Web 2.0

Tim Lee Education Details

Frequently Asked Questions about Tim Lee

What company does Tim Lee work for?

Tim Lee works for Hamilton Lane

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

Tim Lee's current role is Operations Sr. Associate at Hamilton Lane.

What is Tim Lee's email address?

Tim Lee's email address is ti****@****hoo.com

What schools did Tim Lee attend?

Tim Lee attended University Of California, Davis.

What are some of Tim Lee's interests?

Tim Lee has interest in The Financial Markets, Current Market Events And Trends.

What skills is Tim Lee known for?

Tim Lee has skills like Enterprise Software, Salesforce.com, Databases, Sql, Saas, Crm, Software Documentation, Troubleshooting, Microsoft Office, Bloomberg, Vmware, Technical Support.

Who are Tim Lee's colleagues?

Tim Lee's colleagues are Erica Li, Oshrit Moshel (Ben Barak), Christopher Boyle, Jr., Maureen Gorman, Cameron Retif, Ryan Smith, Christopher Madison.

Not the Tim Lee you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.