Charlotte Lee
About Charlotte Lee
Charlotte Lee is an incoming 2022 Investment Banking Summer Analyst at Jefferies and a student at Georgetown University studying Finance, Operations & Analytics with a minor in Mathematics.
Title
Charlotte Lee is an incoming 2022 Investment Banking Summer Analyst at Jefferies, located in New York, New York.
Education and Expertise
Charlotte Lee is pursuing a Bachelor of Business Administration (BBA) in Finance, Operations, and Analytics with a minor in Mathematics at Georgetown University. She is expected to graduate in 2024. Prior to her university education, she graduated with highest honors from Menlo School, where she earned her high school diploma (2016-2020).
Current Roles at Georgetown University
At Georgetown University, Charlotte Lee holds multiple roles. She serves as Vice President - Consumer & Retail and Analyst - Consumer & Retail for the Georgetown University Student Investment Fund. Additionally, she is a Member Service Representative and previously a Teller at the Georgetown University Alumni & Student Federal Credit Union. Charlotte also works as a Writing Consultant for both the McDonough School of Business Writing & Communications Center and the Georgetown University Professional Writing Center.
Previous Experience in Menlo Park, California
Charlotte Lee has prior professional experience in Menlo Park, California. She worked as a Summer Analyst at Northern Pine Partners in 2021 for two months. In 2019, she took on the role of Project Manager at VillageTech Solutions for a two-month period. Charlotte also dedicated four years (2016-2020) to serving as President of the Knight Vision Community Service Club.