Jeffrey Lee

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Finance

Consumer Services

Profile

Jeffrey Lee worked as a Research Analyst at Credit Suisse Securities (USA) LLC, B. Riley Wealth Management, Inc., Robert W.
Baird & Co., Inc. (Broker), Signal Hill Capital Group LLC, and Wells Fargo Securities LLC.
He also worked as an Associate at ThinkEquity Partners.
Mr. Lee received his undergraduate degree from Dartmouth College.

Former positions of Jeffrey Lee

Companies	Position	End
Credit Suisse Securities (USA) LLC (Broker) Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	01/12/2017
Wells Fargo Securities LLC Wells Fargo Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	30/06/2015
B. Riley Wealth Management, Inc. B. Riley Wealth Management, Inc. Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	01/04/2012
Signal Hill Capital Group LLC Signal Hill Capital Group LLC Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	31/07/2011
ThinkEquity Partners ThinkEquity Partners Investment ManagersFinance Provides investment advice and security brokerage services	Analyst-Equity	31/12/2004

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Training of Jeffrey Lee

Experiences
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Linked companies

Private companies	7
Credit Suisse Securities (USA) LLC (Broker) Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services	Finance
ThinkEquity Partners ThinkEquity Partners Investment ManagersFinance Provides investment advice and security brokerage services	Finance
Dartmouth College Dartmouth College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
B. Riley Wealth Management, Inc. B. Riley Wealth Management, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
Robert W. Baird & Co., Inc. (Broker) Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services	Finance
Signal Hill Capital Group LLC Signal Hill Capital Group LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Wells Fargo Securities LLC Wells Fargo Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Finance

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