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Danny Lee

Danny Lee

Finance, Data Analytics, Corporate Strategy

Hacienda Heights, California

Data-driven executive with expertise blending Corporate Finance, Data Analytics, and Business Strategy for growing companies. Experience includes: FP&A, budgets and forecasts, financial modeling, marketing analytics, administrative functions, and software implementation.

• Leading Finance for organizations of various sizes (from Pre-Revenue to $250MM).
• Increasing profitability by $150MM via 7-year contract with Fortune 500 vendor.
• Designing $20MM customer acquisition and cross-sell initiatives.
• Raising $125MM in venture funding; Leading due diligence for $65MM acquisition/exit.

• Finance ~ FP&A, Budgets and Forecasts, Financial Modeling
• Analytics ~ Marketing Analytics, Product Pricing, SQL/SAS
• Strategy ~ User Acquisition, Customer Segmentation, Contracts
• Industry ~ Tech, Financial Services, FinTech, EdTech, AdTech, Crypto, Retail, SaaS
• Admin ~ Investor Relations, Vendor Management, Payroll, Treasury, Human Resources

• MBA ~ UC Berkeley, Haas School of Business
• MA ~ Stanford University
• BA ~ Stanford University


  • Marketing Analyst & Database Strategy Consultant (Wells Fargo)
  • Product Strategy Manager (Wells Fargo)
  • Business Consultant (Nomis Solutions)
  • Vice President - Finance, Administration, and Operations (Learn & Earn)
  • Finance Manager (Kinecta Federal Credit Union)
  • Director of Finance (RealtyMogul)


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