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Ingrid Lee

Investor

Managing Director, Head of Transformation at CIM Group

Los Angeles, California, United States

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About

Managing Director and Head of Transformation overseeing technology, operations, and firmwide strategic initiatives. She previously held leadership roles at Morgan Stanley and PwC.

Experience

  1. CIM GroupManaging Director and Head of Transformationcurrent2024 — presentLos Angeles, California, United States
  2. Morgan StanleyChief Operating Officer, Business Transformation2024New York, New York, United States
  3. Morgan StanleyChief Operating Officer, Executive Services2023 — 2024New York, New York, United States
  4. Morgan StanleyChief Operating Officer, Financial Wellness2021 — 2023New York, New York, United States
  5. Morgan StanleyExecutive Director, Wealth Management2017 — 2021New York, NY
  6. PwCDirector, Financial Services Advisory2011 — 2017New York City
  7. AccentureSystems Integration and Technology2005 — 2011El Segundo, CA

Skills & more

Artificial Intelligence (AI)Alternative InvestmentsOperations ManagementBusiness Transformation22Change Management9Strategy8Product ManagementAgile MethodologiesManagement Consulting13Business Process Design5Program Management26Project Management12
+8 moreIntegrationBusiness Process ImprovementSDLCPMOConsultingBusiness AnalysisBankingOutsourcing

Languages Chinese Mandarin · English · Spanish

  • Customer Analytics for Growth Using Machine Learning, AI and Big Data — Wharton Executive Education
  • Asian Executive Leadership Program — McKinsey & Company

From Ingrid's professional profile.

Colleagues at CIM Group

Albert Yang
Managing Director, Head of EMEA, Institutional Client Group at CIM Group
Andrew Beyeler
Managing Director, Client Engagement Group at CIM Group
Asa Yapa
Managing Director, Investments at CIM Group
Avi Shemesh
Co-Founder and Principal at CIM Group
Avraham Shemesh
Executive Officer at CIM Group
Bernie Ryan
Managing Director, Head of Financial Institutions Group at CIM Group
Bethany Chang
Executive Officer at CIM Group
Bradley Aaronson
Managing Director, Development at CIM Group

Frequently asked questions

Who is Ingrid Lee?
Managing Director and Head of Transformation overseeing technology, operations, and firmwide strategic initiatives. She previously held leadership roles at Morgan Stanley and PwC.
Where does Ingrid Lee work?
Ingrid Lee is Managing Director, Head of Transformation at CIM Group.
Where did Ingrid Lee go to school?
Ingrid Lee studied at University of Southern California (Masters, Economics); University of Southern California (B.A. Economics and B.S. Public Policy and Management).

Same school

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