Dan Lee: Email & Phone Number

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Managing Director at JLD Advisors|New York, New York, United States

Position:

Managing Director at JLD Advisors

Location:

New York, New York, United States

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Last updated: 2026-07-03

Updated: 2026-07-03

Found email addresses for Dan Lee:

Business emails:

*********@gmail.com

Found phone for Dan Lee:

+1-***-***-5239

A different Dan Lee?

Work Experience 26 years

Managing Director at JLD Advisors

Jul 2022 - Current

Director, Private Wealth Management at J.P. Morgan

Mar 2018 - May 2022

Director, Asset Management at Citi

May 2012 - Mar 2018

Vice President, Institutional Equity Sales at UBS

Aug 2004 - Apr 2012

Sales and Trading Analyst at Bank of America

Aug 2000 - Jun 2004

Their professional focus is Alternative Investments, Analytics, and Asset Allocation across 3 core areas.

Education

Bachelor's degree at University of Pennsylvania

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