Alan Z. Lee
InvestorDirector of Investment and Finance at Excell Partners
Rochester, New York, United States
Contact· self-published, not guessed
Experience
- Excell Partners, Inc.Director of Investment and Financecurrent2019 — presentRochester, NY, United States
- Excell Partners, Inc.Senior Investment Manager2015 — 2019Rochester, New York Area
- SunDensity Inc.Board Observercurrent2022 — presentRochester, New York, United States
- NYSERDANYSERDA Entrepreneurs-in-Residence (EIR)current2020 — presentNew York, United States
- Glauconix Biosciences, Inc.Board Observercurrent2019 — presentAlbany, New York, United States
- Pharmapotheca AMember Board Of Directorscurrent2019 — presentAlbany, New York, United States
- OrgWDCo-founder and CFO2013 — 2020New York City Metropolitan Area
- IndependentValuation Consultant, Pharmaceutical and Medical Devices2013 — 2015Rochester, New York Metropolitan Area
- Manning Ventures, Inc.Manager, Corporate Strategy & Product Development, CRM2009 — 2013Rochester, New York Metropolitan Area
- Simon Graduate School of Business, University of RochesterMBA2008 — 2010
- Argilus Investment BankingInvestment Banking Analyst2008 — 2009
- Zeuspac Capital ParntersProject Director2007
- China New Enterprise Investments, Co.Financial Analyst2006 — 2007
- American Management Systems (AMS)Consultant1999 — 2006
- CGI-AMSConsultant1999 — 2006
- Morgan StanleyAssistant to Sr. EVP, Private Wealth Managment1997 — 1999
Skills & more
Financial RegulationsInterpersonal SkillsLeadershipManagement5Strategy15Analysis6Risk ManagementStrategic Financial ManagementFinancial SystemsBoard DevelopmentPortfolio ManagementCFOs
+12 more
Board of DirectorsPrivate EquityIndustrial GoodsMergersEquitiesFinanceFinancial ModelingValuationInvestment BankingDCFVenture CapitalDue Diligence- Chartered Financial Analyst (CFA) — CFA Institute
- Chartered Financial Analyst Charterholder, CFA — CFA Institute
From Alan's professional profile.
Colleagues at Excell Partners
Frequently asked questions
- Who is Alan Z. Lee?
- Director of Investment and Finance at Excell Partners
- Where does Alan Z. Lee work?
- Alan Z. Lee is Director of Investment and Finance at Excell Partners.
- Where did Alan Z. Lee go to school?
- Alan Z. Lee studied at University of Rochester - Simon Business School (Master of Business Administration - MBA, Finance and Corporate Accounting); Binghamton University (Bachelor of Science - BS, Finance and Information Systems).
Same school
Also attended University of Rochester - Simon Business School42
Camila VieiraPartner, Head of Brazil at QED InvestorsAndy WeymannVenture Partner, Frontiers in Health & Bio Investments at Verve VenturesWei JiangFounder & Managing Partner at CatchLight Capital PartnersJohn MurrayManaging Director, Portfolio Management and Business Development at EJF VenturesTim JonesPartner at ICISurya ManthaManaging Partner at Capria Ventures
+ 36 more
Also attended Binghamton University82
Brian DunefskyChief Compliance Officer at Oak Investment PartnersRebecca MancusiInvestor at Third Rock VenturesFrank G. AngellaManaging Partner at GroveStreetMelanie RosenbergSenior AI Engineer at Theory VenturesSianFounding Partner at Saas Ventures, L.L.C.Jason BonayerVenture Partner at Blockchain Builders
+ 76 more
Shared employers
Also worked at Excell Partners, Inc.3
Also worked at SunDensity Inc.4
Also worked at NYSERDA13
Ed GreerEntrepreneur-In-Residence at The Innovation SpaceElisa Miller-OutCo-Founder and Managing Partner at Chloe CapitalRichard KauffmanFund I Chair, New York Energy Czar; Chair, Generate Capital at Overture ClimateFelix LitvinskyManaging Director at Vetted AcceleratorAlicia BartonAdvisor at Commonweal VenturesDavid CraneChief Executive Officer and Chairman at Generate Capital
+ 7 more