How I can help you

I can help you improve financial and operating performance.  As a finance executive with 18+ years of experience in diverse industries, I have helped organizations from the Fortune 500 (Bank of America, AIG, Amgen) to a high growth startup (MedMen) with their budgeting, cash flow forecasting, strategic planning, and reporting and analytical needs.  I'm passionate about developing the infrastructure and talent required to support a scaling business and improve the quality of decisions and service.

Areas of Expertise
  • Business Finance & Accounting
  • Business Strategy & Planning
  • Business Operations

Industry Experience
  • Banking, Finance & Insurance
  • Professional & Business Services
  • Retail & Wholesale Trade


University of Southern California, Marshall School of Business

Master of Business Administration: Corporate Finance


University of California, Berkeley

Bachelor of Arts: Economics (Minor: Business Administration)

David Lee

Communication Methods

  • In Person
  • Phone
  • Video