Daniel Lee

As Director of Finance, Daniel spearheads many of the corporate finance functions at RiskSpan.  In this role, Daniel leads the development of the firm’s business planning and budgeting, financial forecasting, and reporting for senior leadership and external investors. In addition, he partners with senior management and works collaboratively with business leads on the firm’s strategic growth initiatives, including business case development, return on investment analysis, and future financing needs.

Prior to RiskSpan, Daniel led the investment team at NextGen Venture Partners, an early-stage venture capital firm investing in Seed and Series A technology startups. Previously, he was a senior investment team member at Profit Investment Management, a $2B AUM growth-focused institutional investment management firm.  Daniel began his finance and investment career in sell-side equity research at FBR Capital Markets, where he covered the non-life and life insurance sectors and worked on over a dozen investment banking capital raising transactions. He started his professional career in the financial services practice at Accenture, where he was engaged in a variety of projects across the country.

Daniel received his B.A. in economics from the University of Virginia and is a CFA charterholder.

Connect to Daniel on Linkedin.