Robert Lee
About Robert Lee
Robert Lee is the Vice President of Financial Control at Jefferies, with a background in accounting and finance from New York University.
Title and Position
Robert Lee currently serves as the Vice President of Financial Control at Jefferies. He has held this position since 2011. In this role, his responsibilities include overseeing the financial integrity and reporting within the company, ensuring compliance with regulatory standards, and guiding financial strategies.
Previous Positions at Financial Institutions
Before joining Jefferies, Robert Lee worked at Morgan Stanley as a Senior Manager in Product Control. During his tenure from 2005 to 2011, he played a critical role in managing product control functions, which included analyzing financial statements, monitoring trading activities, and ensuring accurate financial reporting. Prior to his position at Morgan Stanley, he was an Assurance Associate specializing in Capital Markets at PricewaterhouseCoopers from 2003 to 2005 in New York. In this role, he was involved in auditing and providing assurance services for clients in capital markets.
Education and Degrees
Robert Lee holds a Bachelor of Science (BS) degree in Accounting and Finance from New York University's Leonard N. Stern School of Business. He completed his studies from 1999 to 2003. His education laid the foundation for his expertise in financial control and product management in the finance industry.