Peter Lee

Peter Lee, CFA, has a diverse work experience in the finance industry. Peter is currently working as the Managing Director - Strategic Finance & Data Analytics at LevelUp Finance - An Array Company. In this role, they focus on transforming the finance function of growing organizations through technology-enabled reporting and forecasting solutions.

Prior to this, Peter served as an Advisor - Equity Research & Alternative Data at Triton, where they led the development of research and data products. Peter also worked as a Director / Vice President - Strategic Finance at Accordion Partners.

Peter began their career as an Equity Research Analyst - Hedge Fund at Plough Penny Partners and later worked as an Associate - Investment Banking at Allen & Company. Peter also gained valuable experience as an Associate / Analyst - Investment Banking at Merrill Lynch and as a Summer Analyst - Investment Banking at UBS Investment Bank.

Peter's journey in the finance industry started as a Finance Intern at McKinsey & Company. Peter'swork experience showcases their expertise in finance and engineering, along with their dedication to helping organizations optimize their financial processes and achieve growth.

Peter Lee, CFA holds a BA degree in Economics from Columbia University. Peter also completed the Value Investing Program at Columbia Business School. Additionally, they are a Chartered Financial Analyst certified by the CFA Institute.