Phill Lee is an accomplished finance professional with extensive experience in financial planning, analysis, and management within the banking and investment sectors. Currently serving as Finance Director and previously as Senior Finance Manager at LendingClub, focus areas include annual budgeting, forecasting for personal loans, and operational expense management. Phill's financial leadership is complemented by previous roles at Symphony Asset Management, State Street, and CalPERS, where responsibilities included portfolio accounting and reconciliation. Educated with a Bachelor of Science in Managerial Economics from the University of California, Davis, Phill has demonstrated expertise in transforming financial processes and providing tactical support for corporate decision-making.
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