Eric C. Lee

Deputy Director of Finance & Research Support at California Institute for Energy and Environment
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us****@****om
(386) 825-5501
Location
US

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Experience

  • California Institute for Energy and Environment
    • United States
    • Research Services
    • 1 - 100 Employee
    • Deputy Director of Finance & Research Support
      • Jul 2021 - Present

    • Research Administrator
      • Jan 2014 - Jun 2021

    • Financial Analyst
      • Feb 2009 - Dec 2013

  • H&R Block
    • Information Technology & Services
    • 1 - 100 Employee
    • Tax Associate
      • Jan 2009 - May 2009
  • CITCO FUND SERVICES SF
    • Fund Accountant - Hedge Fund
      • Oct 2007 - Mar 2008

      + Daily Cash Reconciliation of Prime Broker trading balances + Monthly Net Asset Value calculation + Financial Statement preparation + Security pricing research using Bloomberg Terminal + Exposure to structure of LP and FoHF + Portfolio Reconciliation for Equity quantity/market value + Daily Cash Reconciliation of Prime Broker trading balances + Monthly Net Asset Value calculation + Financial Statement preparation + Security pricing research using Bloomberg Terminal + Exposure to structure of LP and FoHF + Portfolio Reconciliation for Equity quantity/market value

  • Greater Bay Trust Company
    • Trust Administrator
      • Feb 2003 - Oct 2007
  • Morgan Stanley
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor - Associate
      • 2001 - 2002
  • Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor - Intern
      • 2000 - 2001

Education

  • California State University - East Bay
    MBA, Finance
    2004 - 2007
  • San Jose State University
    Certification, Internet Business Specialist
  • University of California, Davis
    1996 - 2001

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