Alex Lee, CA, CPA, CFA

Alex Lee, CA, CPA, CFA

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location of Alex Lee, CA, CPA, CFANew York, New York, United States

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  • Timeline

  • About me

    Finance

  • Education

    • University of Victoria

      2006 - 2010
      Bachelor of Commerce (BCom) Accounting
  • Experience

    • PwC

      Sept 2011 - Nov 2017

      As part of the ‘Capital Markets’ group, gained extensive experience in advising clients through all stages of their capital market transactions such as IPOs, debt issuances, or private sale divestitures.

      • Manager, Transaction Services

        Oct 2014 - Nov 2017
      • Senior Audit Associate

        Sept 2011 - Sept 2014
    • Standard Industries

      Nov 2017 - Mar 2022
      Director Financial Reporting
    • GoodLeap

      Mar 2022 - now
      Director Transformation and Reporting
  • Licenses & Certifications

    • CFA

      CFA Institute
      Aug 2017
    • CA

      Institute of Chartered Accountants of BC
      Jul 2014