Harold Lee
Private Equity Investor chez Healthquest Capital Management Co LLC
Profil
Harold joined HealthQuest in 2017 as Vice-President of Finance with over 20 years of finance and accounting experience.
Harold began his career as a CPA at Deloitte in San Francisco and has also worked at ExxonMobil Corporation, Wells Fargo and AlixPartners specializing in operational and financial due diligence, litigation consulting and forensic accounting services.
Most recently, Harold served as the CFO of a privately held residential mortgage lending and loan servicing company.
Harold holds a Bachelor of Science in Accounting from the University of San Francisco and a Master of Science in Electronic Commerce from the Carnegie Mellon Tepper School of Business and Carnegie Mellon School of Computer Science.
He lives in the San Francisco Bay Area with his wife and two young children.
Postes actifs de Harold Lee
Sociétés | Poste | Début |
---|---|---|
Healthquest Capital Management Co LLC
Healthquest Capital Management Co LLC Investment ManagersFinance HealthQuest Capital Management Co LLC (HealthQuest Capital) is a private equity firm founded in 2013 by Garheng Kong and Randy L. Scott. The firm is headquartered in Redwood City, California. | Private Equity Investor | 01/06/2017 |
Anciens postes connus de Harold Lee
Sociétés | Poste | Fin |
---|---|---|
Acuta Capital Partners LLC
Acuta Capital Partners LLC Financial ConglomeratesFinance Acuta Capital Partners LLC (ACP) is a registered investment adviser and hedge fund manager headquartered in Belmont, California. Formerly known as Longwood Capital Partners LLC, the firm was founded in 2011 and is a subsidiary of The Lin-Lay 2007 Trust. ACP provides investment management services, directly or through their affiliates, to several privately-offered, as well as to a separately managed account for a high-net worth individual. | Private Equity Investor | 01/12/2019 |
RPM Mortgage, Inc.
RPM Mortgage, Inc. Regional BanksFinance Since 1986 RPM Mortgage has brought these principles to their colleagues and their customers through a tradition of "can do, will do" service, making them the independently owned and operated residential mortgage lender of choice from their Alamo, California headquarters to the more than 60 branches they operate. They remain grounded in all the communities they serve and guided by the family-owned values on which they were founded. Their established position and hard-won reputation for integrity combined with ingenuity have made them the real estate finance partner known for a supportive and collaborative partnership. RPM provides the resources that make each transaction as empowering and effortless as it can be. Through a range of customer-focused products and services, they empower agents to serve their customers faster and better than the competition for results that turn aspirations into reality. | Directeur Financier/CFO | 01/06/2017 |
AlixPartners LLP
AlixPartners LLP Miscellaneous Commercial ServicesCommercial Services AlixPartners LLP engages in the provision of restructuring, consulting, and financial advisory services. It specializes in management consulting, strategic planning, corporate restructuring, go-to-market strategies, business growth and performance investments, and accelerated business transformation. The company was founded by Jay Alix in 1981 and is headquartered in New York, NY. | Directeur/Membre du Conseil | 01/08/2010 |
WELLS FARGO & COMPANY | Analyste en capital-investissement | 01/01/2005 |
EXXON MOBIL CORPORATION | Analyste en capital-investissement | 01/01/2004 |
Formation de Harold Lee
Carnegie Mellon University | Graduate Degree |
University of San Francisco | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Sociétés cotées | 2 |
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WELLS FARGO & COMPANY | Finance |
EXXON MOBIL CORPORATION | Energy Minerals |
Entreprise privées | 4 |
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AlixPartners LLP
AlixPartners LLP Miscellaneous Commercial ServicesCommercial Services AlixPartners LLP engages in the provision of restructuring, consulting, and financial advisory services. It specializes in management consulting, strategic planning, corporate restructuring, go-to-market strategies, business growth and performance investments, and accelerated business transformation. The company was founded by Jay Alix in 1981 and is headquartered in New York, NY. | Commercial Services |
RPM Mortgage, Inc.
RPM Mortgage, Inc. Regional BanksFinance Since 1986 RPM Mortgage has brought these principles to their colleagues and their customers through a tradition of "can do, will do" service, making them the independently owned and operated residential mortgage lender of choice from their Alamo, California headquarters to the more than 60 branches they operate. They remain grounded in all the communities they serve and guided by the family-owned values on which they were founded. Their established position and hard-won reputation for integrity combined with ingenuity have made them the real estate finance partner known for a supportive and collaborative partnership. RPM provides the resources that make each transaction as empowering and effortless as it can be. Through a range of customer-focused products and services, they empower agents to serve their customers faster and better than the competition for results that turn aspirations into reality. | Finance |
Acuta Capital Partners LLC
Acuta Capital Partners LLC Financial ConglomeratesFinance Acuta Capital Partners LLC (ACP) is a registered investment adviser and hedge fund manager headquartered in Belmont, California. Formerly known as Longwood Capital Partners LLC, the firm was founded in 2011 and is a subsidiary of The Lin-Lay 2007 Trust. ACP provides investment management services, directly or through their affiliates, to several privately-offered, as well as to a separately managed account for a high-net worth individual. | Finance |
Healthquest Capital Management Co LLC
Healthquest Capital Management Co LLC Investment ManagersFinance HealthQuest Capital Management Co LLC (HealthQuest Capital) is a private equity firm founded in 2013 by Garheng Kong and Randy L. Scott. The firm is headquartered in Redwood City, California. | Finance |