Mark Lee
About Mark Lee
Mark Lee serves as the Chief Financial Officer (CFO) at Forge in the San Francisco Bay Area, a position he has held since 2018. He has a strong educational background in accounting and finance, with degrees from the University of California, Berkeley and the University of Chicago, and has previously held significant financial leadership roles at several prominent firms.
Work at Forge
Mark Lee has served as the Chief Financial Officer (CFO) at Forge since 2018. In this role, he is responsible for overseeing the financial operations and strategic financial planning of the company. His tenure at Forge spans six years, during which he has contributed to the company's growth and financial stability in the San Francisco Bay Area.
Education and Expertise
Mark Lee holds a Bachelor of Business Administration (BBA) in Accounting and Finance from the University of California, Berkeley, where he studied from 1977 to 1981. He furthered his education by obtaining a Master of Business Administration (MBA) in Finance from the University of Chicago, completing his studies from 1981 to 1983. His educational background provides a strong foundation for his expertise in financial management.
Background
Mark Lee's educational journey began at Lowell High School in San Francisco, California, where he studied from 1974 to 1977. Following his high school education, he pursued higher education in business and finance, leading to significant roles in the finance sector. He has held various positions, including CFO at Stanford Management Company and COO at PENSCO Trust Company, showcasing a diverse career in financial leadership.
Professional Experience
Mark Lee has extensive experience in financial roles at notable firms. He served as Group CFO at Charles Schwab, where he played a key role in shaping the company's financial strategy and operations. Additionally, he has worked at prestigious firms such as Goldman Sachs and Barclays Global Investors, further enhancing his expertise in financial management and strategic planning.