Amy Lee is a skilled professional, working in Dowling Hales main office of which is in 1189. on the position of Chief Financial Officer from 2007. This expert gained professional experience in more than four positions at various companies. Amy Lee went to the University of California, Berkeley - Walter A. Haas School of Business and got education there from 1995 to 1997. This person has such professional qualifications as Series 27 - Financial and Operations Principal and Certified Management Accountant. San Francisco, California is the city, where this person was known to be living. The professional's phone and email are accessed through this website on demand.
Name variants:
Aimee Lee,
Amie Lee
Contact Information
Last Update
Feb 1, 2016
Location
San Francisco, CA
Company
Dowling Hales
Workplace
Chief Financial Officer
Work History
Chief Financial Officer
San Rafael, CA
Responsible for financial reporting, budgeting, forecasting, human resources, risk management and benefits administration of a mergers & acquisitions advisory and consulting firm special...
from Jan 2007
VP Finance
Managed finance, budgeting, information technology and administration of a regional insurance broker with annual revenue of $20 million.
Improved financial reporting for better monitoring ...
Apr 2004 — Aug 2006
Controller
Managed all aspects of financial accounting, reporting and budgeting for one of the largest privately-held insurance services company with 5 distinct operations totaling $35 million annual r...
Mar 2003 — Apr 2004
Investment Banking Associate
Executed IPOs, private placements and follow-on offerings with total capital raised of more than $3.6 billion.
Advised on both buy-side and sell-side M&A transactions with total value ...
Oct 1999 — Aug 2001
Education
Occupations
Executive
Financial Director
HR Specialist
Human Resources Specialist
Sales Specialist
Supplier
Accountant
Finance and Accounting Specialist
Vice President of Finance
Agent
Financial Officer
Financial Manager
Recruitment
Services Professional
Sales Representative
Accounting Bookkeeper
Bookkeeper
Vice President
Chief Executive
Skills
Excel
Word
Financial Reporting
Due Diligence
Financial Modeling
Budget Forecasts
Vendor Management
AMS Sagitta
Peachtree
Partnership Taxation
FINOP
Mergers
Insurance
Human Resources
Employee Benefits
Accounting
Microsoft Excel
Microsoft Word
FAQs about Amy Lee
What is the main profession of Amy Lee?
This professional's job is Chief Financial Officer
What jobs is Amy Lee a professional at?
Amy is a professional such jobs as Executive and Financial Director.
Where does Amy Lee live?
San Francisco, California is the place where Amy Lee currently lives
How many companies did Amy Lee work at?
The professional worked at four jobs.
What education does Amy Lee have?
Amy studied at the University of California, Berkeley - Walter A. Haas School of Business from 1995 to 1997.
Are there any professional certifications, that Amy Lee has?
The expert received the following certifications: Series 27 - Financial and Operations Principal and Certified Management Accountant.
What languages does Amy Lee speak?
Amy Lee speaks Chinese.
Are there any professional industries, that Amy Lee is connected to?
Amy works in Financial Services industry.