Edward Lee
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Edward Lee is a manager with 11.4 years of experience in the investment banking industry. He specializes in valuation of privately held businesses and corporate securities, including stock options, warrants, promissory notes, and other debt instruments. Edward has expertise in fair market value and valuation services, including business enterprise valuations, purchase price allocations, and ESOP valuations. He holds a Master's Degree in Accounting with a concentration in Finance from the University of North Carolina at Chapel Hill - Kenan-Flagler Business School. Edward has worked at Applied Economics in Atlanta, Georgia, in various roles including Manager, Senior Financial Analyst, and Intern.
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About
Manager with a demonstrated history of working in the investment banking industry with particular focus on valuation of privately held businesses and corporate securities including stock options, warrants, promissory notes, and other debt instruments. Experienced in fair market value and fair value valuation services, including business enterprise valuations, purchase price allocations, goodwill impairment analyses, fairness opinions, debt, equity and preferred stock valuations, ESOP valuations, family limited partnerships, machinery and equipment appraisals, and valuations of intangible assets. Strong professional with a Master's Degree focused in Accounting with a concentration in Finance from University of North Carolina at Chapel Hill - Kenan-Flagler Business School and a charterholder of the Chartered Financial Analyst® designation.
...See MoreWork Experience
Manager
Senior Financial Analyst
Intern
Investment Banking
Edward Lee's Professional Milestones
- Senior Financial Analyst (2012-09-01~2015-05-01): Delivered accurate financial predictions and data-driven insights to optimize company performance and drive strategic decision-making.
- Intern (2012-05-01~2012-09-01): Contributed to the knowledge and team members through effective communication and supervised project assignments.
Skill
Financial Analysis
Customer Service
Leadership
Valuation
Microsoft Office
Entrepreneurship
Public Speaking
Microsoft Word
Event Planning
Thomson One Banker
Industry Research
Accounting
Microsoft Excel
Edgar
Hoovers
Certification
Colleagues
Stephen Becker
Director
Victoria Lazear
owner applied economics partners
David R. Diaz
Chief Executive Officer
Will Lee
managing director at applied economics
Eric Kreimer, ASA
managing director shareholder at applied economics llc
Other Named Edward Lee
Frequently asked questions
We found 4 Edward Lee's email addresses
We found 2 Edward Lee's phone numbers
Edward Lee's social media include: Linkedin,
Edward Lee works for Applied Economics
Edward Lee's role in Applied Economics is Manager
Edward Lee works in the industry of Investment Banking
Edward Lee's colleagues are Stephen Becker,Victoria Lazear,David R. Diaz
Edward Lee's latest job experience is Manager at Applied Economics