Kevin Lee
About Kevin Lee
Kevin Lee is an Account Manager at Transamerica, where he has worked since 2019. He has over a decade of experience in various roles at State Street, including Operations Consultant and Performance Analyst.
Work at Transamerica
Kevin Lee has been serving as an Account Manager at Transamerica since 2019. In this role, he is responsible for managing client accounts and ensuring that their needs are met effectively. His experience in the financial sector contributes to his ability to provide valuable insights and support to clients.
Previous Experience at State Street
Before joining Transamerica, Kevin Lee worked at State Street for over a decade in various roles. He started as a Custody Fund Accountant from 2005 to 2007, then transitioned to a CDO Analyst from 2007 to 2011. Following that, he served as a Performance Analyst from 2011 to 2016, and finally as an Operations Consultant from 2016 to 2018. This extensive experience at State Street provided him with a strong foundation in finance and operations.
Education and Expertise
Kevin Lee earned a Bachelor of Business Administration with a focus on Finance and Marketing from the University of Hawaii at Manoa. His educational background equips him with the necessary knowledge and skills to excel in his roles in the financial industry.
Career Progression
Kevin Lee's career has shown a clear progression within the financial services sector. His roles at State Street varied from accounting to analysis and operations, demonstrating his adaptability and growth in the industry. Since 2019, he has continued to build on this experience in his current position at Transamerica.