Find your path to Joan
118 people in our graph share verified history with Joan — schools, employers, funds. One of them is your warm intro.
Stephen RoyerunlockedJoan: together at Shamrock Capital (2021–2026)
×7Joan: together at Shamrock Capital
×4Joan: together at California State Polytechnic University-Pomona
About
Joan Lee is Director of Finance at Shamrock Capital, where she supports the accounting functions of the firm's Private Equity and Content Funds. She joined Shamrock in 2021, having previously worked as an Assurance Supervisor in the Financial Services group at RSM US LLP, where she focused on audits of private equity firms and broker-dealers.
Experience
- Shamrock CapitalDirector of Financecurrent2024 — presentLos Angeles, California, United States
- Shamrock CapitalAccounting Manager2021 — 2024Los Angeles, California, United States
- RSM US LLPAssurance Supervisor2019 — 2021Los Angeles Metropolitan Area
- RSM US LLPSenior Assurance Associate2017 — 2019Los Angeles Metropolitan Area
- RSM US LLPAssurance Associate2015 — 2017Greater Los Angeles Area
- Internal Revenue ServiceVolunteer Income Tax Assistance2014Claremont, California
Skills & more
Customer ServiceAccountingMicrosoft ExcelMicrosoft WordPowerPointMicrosoft OfficeQuickBooksAccessTime ManagementOutlookLeadershipManagement
+8 more
Financial ReportingAccount ReconciliationGeneral LedgerOrganization SkillsTeamworkPublic SpeakingInternal AuditAuditingLanguages English · Korean
From Joan's professional profile.
Colleagues at Shamrock Capital
Aaron Wizenfeld
Partner at Shamrock Capital
Adam Zubi
Associate Accountant at Shamrock Capital
Alan Resnikoff
Executive Officer at Shamrock Capital
Alicia Zhu
Vice President at Shamrock Capital
Amy Seo
Director of Human Resources at Shamrock Capital
Andrew Howard
Co-President & Partner at Shamrock Capital
Andrew Landenberger
Operating Partner at Shamrock Capital
Angela Hong
Senior Associate at Shamrock Capital
Frequently asked questions
- Who is Joan Lee?
- Joan Lee is Director of Finance at Shamrock Capital, where she supports the accounting functions of the firm's Private Equity and Content Funds. She joined Shamrock in 2021, having previously worked as an Assurance Supervisor in the Financial Services group at RSM US LLP, where she focused on audits of private equity firms and broker-dealers.
- Where does Joan Lee work?
- Joan Lee is Director of Finance at Shamrock Capital.
- Where did Joan Lee go to school?
- Joan Lee studied at California State Polytechnic University-Pomona (Bachelor of Business Administration (B.B.A.), Accounting).
Same school
Also attended California State Polytechnic University-Pomona45
Neha KumarVenture Partner at Floating PointKevin CovertCo-Founder & Managing Director at BTECH CONSORTIUMNicole KinseyVP Content, Partner at StartUp HealthJoseph F. LovettManaging Director at Louisiana FundsMary KamariCorporate Affairs & Investor Relations Executive at Trade and Development BankAnil ParyaniInvestor at G2 Venture Partners
+ 39 more
Shared employers
Also worked at Shamrock Capital54
Stephen RoyerChairman & Partner at Shamrock CapitalMichael LaSalleCo-President & Partner at Shamrock CapitalAndrew HowardCo-President & Partner at Shamrock CapitalPatrick RussoPartner, Executive Committee at Shamrock CapitalLaura HeldPartner, Executive Committee at Shamrock CapitalJason SklarPartner, Executive Committee at Shamrock Capital
+ 48 more
Also worked at RSM US LLP98
Tom MartinVice President of Finance & Accounting at RevolutionJacob DeHardtManager, Fund Accounting at Sapphire VenturesLindsay SlocumInvestor Relations Lead at ParadigmConnor WallenhorstVice President, Valuation & Portfolio Analytics at JMI EquityJessica Mullins CamburnChief Financial Officer at Glasswing VenturesMatt ChengFinance Manager at Javelin Venture Partners
+ 92 more
