Wilson Lee
About Wilson Lee
Wilson Lee is an Implementation & Onboarding Project Manager at Apex Fintech Solutions, where he has worked since 2021. He has extensive experience in client services and project management, having previously held positions at companies such as OSTTRA, Bank of America, and JP Morgan Chase.
Work at Apex Fintech Solutions
Wilson Lee serves as the Implementation & Onboarding Project Manager at Apex Fintech Solutions, a role he has held since 2021. Based in the New York City Metropolitan Area, he plays a crucial role in managing client queries through the Apex Service Center (ASC). His responsibilities include collaborating with client partner banks to facilitate funding for Instant Cash Transfer (ICT) workflows. Lee also coordinates with various internal teams, including the Solutions Engineering team, to explain the functions of APIs to clients. He utilizes Jira for managing workflows and communication, ensuring efficient project management.
Previous Experience at OSTTRA
Before joining Apex Fintech Solutions, Wilson Lee worked at OSTTRA as a Senior Implementation Services Specialist from 2016 to 2021. In this position, he was part of the Markit Trade Manager Onboarding Team, where he served as a Subject Matter Expert (SME). His role involved overseeing the onboarding process and ensuring that clients were effectively integrated into the system, which contributed to the overall efficiency of the implementation services provided by the company.
Career History at BANK OF AMERICA/MERRILL LYNCH & CO, INC.
Wilson Lee has extensive experience at BANK OF AMERICA/MERRILL LYNCH & CO, INC., where he held multiple positions from 2004 to 2010. He began as a Senior Specialist in Global Debt Derivatives Client Services, then progressed to Team Lead of the Credit Default Swap (CDS) Settlements Team. He later served as Assistant Vice President in both US Debt Derivatives Client Services and Credit Default Swap Settlements. His roles involved managing client services and ensuring the smooth operation of derivatives transactions.
Education and Expertise
Wilson Lee studied at Hunter College, where he gained foundational knowledge that supports his career in finance and project management. His expertise spans various areas, including client services, implementation processes, and operational management in the financial sector. Lee's experience with managing client queries and facilitating cash movements demonstrates his proficiency in handling complex financial workflows.
Technical Skills and Tools
In his current and previous roles, Wilson Lee has developed a strong proficiency in various technical tools and platforms. He utilizes Jira for workflow management and communication with internal teams. Additionally, he handles cash movements using the Broadridge backend platform and assists with ACH payments from clients. His collaboration with teams such as CAT and CAIS for client reporting to vendors TRAFIX and NTier highlights his ability to manage technical aspects of client services effectively.