Daniel Lee
Corporate Officer/Principal chez Salis Holdings LLC
Profil
Daniel C.
Lee is currently working as the Senior Vice President-Business Development at Salis Holdings LLC.
Previously, he worked as an Equity Analyst at Profit Investment Management LLC from 2011 to 2014.
He also served as the Assistant Vice President of Equity Research at FBR Capital Markets & Co. (Old) from 2005 to 2010.
In addition, he was the Chief Financial Officer at RiskSpan, Inc. from 2017 to 2019.
Mr. Lee worked as a Consultant at Accenture LLC from 2002 to 2004 and as a Vice President-Investments at NextGen Venture Partners LLC.
He is currently serving as the Chief Financial Officer at Sizzle Acquisition Corp.
from 2023 to 2024.
Mr. Lee completed his undergraduate degree at the University of Virginia.
Postes actifs de Daniel Lee
| Sociétés | Poste | Début |
|---|---|---|
Salis Holdings LLC
 Salis Holdings LLC Financial ConglomeratesFinance Salis Holdings LLC is an American company founded in 2017 by Steve Salis. The private company is based in Washington and has subsidiaries in the United States. The company's goal is to build a progressive platform of top brands to support the modern consumer. Steve Salis has been the CEO since 2017. | Corporate Officer/Principal | 01/05/2018 |
Anciens postes connus de Daniel Lee
| Sociétés | Poste | Fin |
|---|---|---|
| SIZE ACQUPAR | Directeur Financier/CFO | 27/02/2024 |
RiskSpan, Inc.
 RiskSpan, Inc. Investment Banks/BrokersFinance RiskSpan, Inc. designs, develops and markets risk management solutions. It offers data management, analytics, and governance. The company was founded by Suhrud I. Dagli and Joseph C. Sturtevant in 2001 and is headquartered in Tysons Corner, VA. | Directeur Financier/CFO | 01/04/2019 |
FBR Capital Markets & Co. (Old)
 FBR Capital Markets & Co. (Old) Investment Banks/BrokersFinance Founded in 1989, FBR Capital Markets & Co., formerly Friedman, Billings, Ramsey & Co., is a broker/dealer headquartered in Arlington, Virginia with additional offices throughout the US. The firm is a subsidiary of FBR Capital Markets Holdings, Inc.. and their ultimate parent is FBR & Co. (NASDAQ: FBRC). In 2007, FBR Capital Markets Corp. was spun out from FBR Group as an independent investment bank, of which FBR Group retained majority ownership. FBR Capital Markets is registered with the SEC and is a member of FINRA, Nasdaq and the SIPC. FBR Capital Markets' Equity Sales & Trading Group provides institutional sales and trading services to over 1300 institutional accounts in the US, Canada, Europe, Australia and Asia. Their clients include mutual funds, hedge funds, money managers, endowments, foundations, banks, insurance companies and pension and profit sharing plans. They actively trade on behalf of clients and make markets in almost 1000 stocks traded on the NYSE, listed and OTC markets and trade more than $100 billion of securities on a per annum basis. In 2009, FBR Capital Markets began making markets in selected stocks traded on the London Stock Exchange and Euronext. In addition to agency trading in listed securities markets, they act as market-maker in Nasdaq and other OTC securities. They are one of the largest distributors of the shares of small- and mid-cap companies in public and private securities offerings and have deep trading expertise in the vertical industry groups in which the firm's investment banking and research teams specialize. These sectors include: (1) consumer (2) diversified industrials (3) energy and natural resources (4) financial institutions (5) healthcare (6) insurance (7) real estate (8) Washington policy analysis and (0) technology, media and telecommunications. The firm's analytical coverage includes a large number of small- and mid-cap companies in addition to large companies. Research is provided by FBR Capital Markets' research department, which is independent from the firm's investment banking department and has the sole authority to determine which companies receive research coverage and the recommendation contained in the coverage. | Analyst-Equity | 31/12/2010 |
Accenture LLC
 Accenture LLC Miscellaneous Commercial ServicesCommercial Services Accenture LLC operates as a global management consulting, technology services and outsourcing company. The company is headquartered in Reston, VA. | Corporate Officer/Principal | - |
Nextgen Venture Partners LLC
 Nextgen Venture Partners LLC Investment ManagersFinance NextGen Venture Partners LLC (NextGen Venture Partners) is a venture capital firm, a subsidiary of Brown Advisory Inc, founded in 2011 by Daniel Mindus and Grant Allen. The firm is headquartered in Baltimore, Maryland. | Directeur en chef des Investissements | - |
Formation de Daniel Lee
| University of Virginia | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Profit Investment Management LLC
 Profit Investment Management LLC Investment ManagersFinance Profit Investment Management LLC (dba Profit Investments) is an independent registered investment advisor and mutual fund manager headquartered in Rockville, Maryland. The firm was founded by Eugene A. Profit in 1996 as Investor Resources Group LLC. Profit Investments manages large-cap, small-cap and socially responsible portfolios for institutional clients. All products are also available for separate accounts. Large-cap is their flagship product that was introduced in 1996. | Finance |
FBR Capital Markets & Co. (Old)
FBR Capital Markets & Co. (Old) Investment Banks/BrokersFinance Founded in 1989, FBR Capital Markets & Co., formerly Friedman, Billings, Ramsey & Co., is a broker/dealer headquartered in Arlington, Virginia with additional offices throughout the US. The firm is a subsidiary of FBR Capital Markets Holdings, Inc.. and their ultimate parent is FBR & Co. (NASDAQ: FBRC). In 2007, FBR Capital Markets Corp. was spun out from FBR Group as an independent investment bank, of which FBR Group retained majority ownership. FBR Capital Markets is registered with the SEC and is a member of FINRA, Nasdaq and the SIPC. FBR Capital Markets' Equity Sales & Trading Group provides institutional sales and trading services to over 1300 institutional accounts in the US, Canada, Europe, Australia and Asia. Their clients include mutual funds, hedge funds, money managers, endowments, foundations, banks, insurance companies and pension and profit sharing plans. They actively trade on behalf of clients and make markets in almost 1000 stocks traded on the NYSE, listed and OTC markets and trade more than $100 billion of securities on a per annum basis. In 2009, FBR Capital Markets began making markets in selected stocks traded on the London Stock Exchange and Euronext. In addition to agency trading in listed securities markets, they act as market-maker in Nasdaq and other OTC securities. They are one of the largest distributors of the shares of small- and mid-cap companies in public and private securities offerings and have deep trading expertise in the vertical industry groups in which the firm's investment banking and research teams specialize. These sectors include: (1) consumer (2) diversified industrials (3) energy and natural resources (4) financial institutions (5) healthcare (6) insurance (7) real estate (8) Washington policy analysis and (0) technology, media and telecommunications. The firm's analytical coverage includes a large number of small- and mid-cap companies in addition to large companies. Research is provided by FBR Capital Markets' research department, which is independent from the firm's investment banking department and has the sole authority to determine which companies receive research coverage and the recommendation contained in the coverage. | Finance |
RiskSpan, Inc.
RiskSpan, Inc. Investment Banks/BrokersFinance RiskSpan, Inc. designs, develops and markets risk management solutions. It offers data management, analytics, and governance. The company was founded by Suhrud I. Dagli and Joseph C. Sturtevant in 2001 and is headquartered in Tysons Corner, VA. | Finance |
Accenture LLC
Accenture LLC Miscellaneous Commercial ServicesCommercial Services Accenture LLC operates as a global management consulting, technology services and outsourcing company. The company is headquartered in Reston, VA. | Commercial Services |
Nextgen Venture Partners LLC
Nextgen Venture Partners LLC Investment ManagersFinance NextGen Venture Partners LLC (NextGen Venture Partners) is a venture capital firm, a subsidiary of Brown Advisory Inc, founded in 2011 by Daniel Mindus and Grant Allen. The firm is headquartered in Baltimore, Maryland. | Finance |
Salis Holdings LLC
Salis Holdings LLC Financial ConglomeratesFinance Salis Holdings LLC is an American company founded in 2017 by Steve Salis. The private company is based in Washington and has subsidiaries in the United States. The company's goal is to build a progressive platform of top brands to support the modern consumer. Steve Salis has been the CEO since 2017. | Finance |
Sizzle Acquisition Corp.
 Sizzle Acquisition Corp. Financial ConglomeratesFinance Sizzle Acquisition Corp. is a blank check company. Its purpose is to effect a business combination focusing on the restaurant, hospitality, food and beverage, retail, consumer, food and food related technology, and real estate industries. The company was founded in October 2020 and is headquartered in Washington, DC. | Finance |
