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Jeffrey Lee

President-Elect

1000 followers

Markham, Ontario, Canada

Connect with Jeffrey Lee to Send Message

Connect with Jeffrey Lee to Send Message

Timeline
About me
Vice President, Investment Banking at TD Securities
Education
- York University - Schulich School of Business
  2013 - 2017
  Bachelor of Business Administration (BBA)
  GPA: 8.6/9 (95th percentile)
Experience
- Heart and Stroke Foundation at York University
  Jun 2013 - Jun 2014
  President-Elect
- York University Student Investment Fund
  Jan 2014 - Jan 2017
  - Senior Equity Analyst - Industrials
    Jan 2015 - Jan 2017
  - Junior Equity Analyst
    Jan 2014 - Dec 2014
- York Finance Club
  Jan 2014 - Dec 2014
  - Associate
    Jan 2014 - Dec 2014
  - Junior Co-President
    Jan 2014 - Dec 2014
- CIBC
  Apr 2014 - Aug 2014
  Business Coordinator, Retail Metrics and PMMs
- Ontario Teachers' Pension Plan
  Apr 2015 - Aug 2015
  Summer Analyst - Fixed Income and FX
- York Finance Club
  Jan 2016 - Jan 2017
  Senior Co-President
- TD Securities
  May 2016 - Aug 2016
  Investment Banking Summer Analyst
- TD Securities
  Aug 2017 - now
  - Vice President
    Jan 2023 - now
  - Investment Banking Associate
    Jun 2019 - Jan 2023
  - Investment Banking Analyst
    Aug 2017 - Jun 2019
Licenses & Certifications
- Canadian Securities Course
  Canadian Securities Institute
- Chartered Financial Analyst (CFA)
  CFA Institute
  Feb 2022

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