Patrick Lee

Patrick Lee: Email & Phone Number

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Senior Financial Advisor at Self-employed|United States

Position:

Senior Financial Advisor at Self-employed

Location:

United States

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Last updated: 2025-12-27
Updated: 2025-12-27

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Work Experience 21 years

Senior Financial Advisor at Self-employed

Jan 2019 - Current

Vice President - Private Equity Investments at TPG

Jan 2014 - Jan 2019

Assistant Fund Manager at KKR

Jan 2011 - Jan 2014

Investment Banking Analyst at Morgan Stanley

Jan 2005 - Jan 2011

Patrick Lee started working in 2005, then the employee has changed 3 companies and 3 jobs. On average, Patrick Lee works for one company for 5 years 4 months.

Their professional focus is Asset Management, Certified Financial Planner, and Digital Asset Management · Tax Compliance · Wealth Planning · Portfolio Optimization across 3 core areas.

Education

Master of Business Administration - MBA at UCLA

Bachelor of Finance at National University of Singapore

Patrick Lee Namesakes

Name
Company
Position
Patrick Lee
Alumni and Philanthropy Student Caller
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PATRICK LEE
Relocation
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Patrick Lee
Law Clerk
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