Stephanie Lee
About Stephanie Lee
Stephanie Lee is the Vice President Product Manager at Jefferies, specializing in Investment Banking, Fixed Income, Equities, and Wealth Management. She has extensive experience in financial services, having held various roles at Jefferies, Standard & Poor's, and Firstrade Securities, Inc.
Current Role at Jefferies
Stephanie Lee currently holds the position of Vice President Product Manager at Jefferies. In her role, she is involved in Investment Banking, Fixed Income, Equities, and Wealth Management. Her tenure at Jefferies began in 2016, and she is based in New York, New York, United States. Her work involves strategic oversight and development of financial products in various investment sectors.
Previous Role at Jefferies
Before becoming Vice President Product Manager, Stephanie Lee served as Assistant Vice President Product Manager at Jefferies. During her tenure from 2014 to 2016, she focused on Investment Banking, Fixed Income, and Wealth Management. Her role involved managing and enhancing product lines to meet evolving market demands.
Experience at Standard & Poor's
Stephanie Lee worked as a Product Manager at Standard & Poor's from 2010 to 2014. During her four-year tenure, she contributed to the development and management of financial products. Her responsibilities included staying abreast of market trends and ensuring that products met the high standards expected in the financial industry.
Earlier Career at Firstrade Securities
Stephanie Lee's career included significant roles at Firstrade Securities, Inc., where she first worked in Product Development from 2006 to 2010. She was responsible for developing new financial products and services. Prior to that, she served as a Licensed Broker Representative from 2005 to 2006, assisting clients with their investment needs.
Educational Background
Stephanie Lee completed her Bachelor’s degree in Economics and Business Management at Stony Brook University, studying from 2000 to 2003. Prior to her university education, she attended Francis Lewis High School from 1997 to 2000. Her educational background laid a strong foundation for her career in the financial industry.