Cassie Lee

Cassie Lee

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location of Cassie LeeLos Angeles, California, United States

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  • Timeline

  • About me

    Senior Financial Manager at Medtronic

  • Education

    • Stanford University Graduate School of Business

      2005 - 2008
      Master of Business Administration - MBA Business Administration
    • 上海交通大学

      1998 - 2002
      Bachelor of Engineering - BE Department of Computer Science and Engineering
  • Experience

    • Medtronic

      Mar 2015 - now

      ► Lead a team of 21 people responsible for foreign exchange risk, hedging and derivatives, global currency exchange, internal currency advisory, trade direction/settlement, compliance/regulatory, counterparty risk/collateral, and support for NEA Finance. ► Assemble and lead a team of 8 people responsible for foreign exchange risk, hedging and derivatives, and spot conversion.► Directed the integration of Medtronic and Covidien financial processes following the largest medtech merger in the US.► Developed visualizations and dashboards to provide rapid insight and real-time decision making.

      • Senior Financial Manager

        Dec 2019 - now
      • Senior Treasury Manager

        Mar 2015 - Nov 2019
  • Licenses & Certifications

    • Series 7

      FINRA
      Oct 2022
    • CPA

      AICPA
      Jul 2022
    • Chartered Financial Analyst (CFA)

      CFA Society New York
      Jan 2015
  • Volunteer Experience

    • Fundraising volunteers

      Issued by Bloomberg Philanthropies on Jul 2016
      Bloomberg PhilanthropiesAssociated with Cassie Lee
    • Membership Consultant

      Issued by CFA Society New York on Jun 2011
      CFA Society New YorkAssociated with Cassie Lee