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Alan Z. Lee

Investor

Director of Investment and Finance at Excell Partners

Rochester, New York, United States

Find your path to Alan

429 people in our graph share verified history with Alan — schools, employers, funds. One of them is your warm intro.

Cathy FriedmanunlockedAlan: together at Morgan Stanley (1997–1999)
×7Alan: together at Morgan Stanley
×3Alan: together at Binghamton University
Alan: together at University of Rochester - Simon Business School

About

Alan Z. Lee is Director of Investment and Finance at Excell Partners, Inc. His areas of focus include private equity and the industrial goods, natural resources, and services industries.

Contact· self-published, not guessed

Experience

  1. Excell Partners, Inc.Director of Investment and Financecurrent2019 — presentRochester, NY, United States
  2. Excell Partners, Inc.Senior Investment Manager2015 — 2019Rochester, New York Area
  3. SunDensity Inc.Board Observercurrent2022 — presentRochester, New York, United States
  4. NYSERDANYSERDA Entrepreneurs-in-Residence (EIR)current2020 — presentNew York, United States
  5. Glauconix Biosciences, Inc.Board Observercurrent2019 — presentAlbany, New York, United States
  6. Pharmapotheca AMember Board Of Directorscurrent2019 — presentAlbany, New York, United States
  7. OrgWDCo-founder and CFO2013 — 2020New York City Metropolitan Area
  8. IndependentValuation Consultant, Pharmaceutical and Medical Devices2013 — 2015Rochester, New York Metropolitan Area
  9. Manning Ventures, Inc.Manager, Corporate Strategy & Product Development, CRM2009 — 2013Rochester, New York Metropolitan Area
  10. Simon Graduate School of Business, University of RochesterMBA2008 — 2010
  11. Argilus Investment BankingInvestment Banking Analyst2008 — 2009
  12. Zeuspac Capital ParntersProject Director2007
  13. China New Enterprise Investments, Co.Financial Analyst2006 — 2007
  14. American Management Systems (AMS)Consultant1999 — 2006
  15. CGI-AMSConsultant1999 — 2006
  16. Morgan StanleyAssistant to Sr. EVP, Private Wealth Managment1997 — 1999

Skills & more

Financial RegulationsInterpersonal SkillsLeadershipManagement5Strategy15Analysis6Risk ManagementStrategic Financial ManagementFinancial SystemsBoard DevelopmentPortfolio ManagementCFOs
+12 moreBoard 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

Rami Y. Katz
COO at Excell Partners
Theresa B. Mazzullo
CEO at Excell Partners

Frequently asked questions

Who is Alan Z. Lee?
Alan Z. Lee is Director of Investment and Finance at Excell Partners, Inc. His areas of focus include private equity and the industrial goods, natural resources, and services industries.
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

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