Jason Lee Email & Phone

Managing Director @ Evercore

Vice President @ Moelis & Company

Director, Corporate Development (M and A) @ Broadridge Financial Solutions

Investment Banker @ Marlin & Associates

Investment Banking Analyst @ RBS Global Banking & Markets

- BA @ University of Michigan

- @ Northern Valley Regional High School at Old Tappan

Financial Modeling, Due Diligence, Mergers and Acquisitions, Investment Banking, Financial Analysis, Corporate Development, M&A execution, LBO, Investments, Business Strategy, Cross Border M&A, Strategy, Corporate Finance, Valuation, Financial Modelling, Valuation Modeling, DCF Valuation, Financial Services, Comparable Analysis, IPO, DCF, Finance, New Business Development, Business Development, Securities, Accretion/Dilution, Equity Valuation, Financial Markets, Economics, Venture Capital, Strategic Partnerships, Business Valuation, M&A experience, Acquisitions, Capital IQ, Divestitures, Deal Execution, Financial Advisory, Growth Capital, Strategic Financial Planning, Deal Sourcing, M&A analysis, Investment Advisory, Enterprise Valuation, Corporate Advisory, Private Equity

Jason Lee, based in New York, NY, US, is currently a Managing Director at Evercore. Jason Lee brings experience from previous roles at Moelis & Company, Broadridge Financial Solutions, Marlin & Associates, RBS Global Banking & Markets. Jason Lee holds various educational qualifications including BA in Economics from University of Michigan. With a robust skill set that includes Financial Modeling, Due Diligence, Mergers and Acquisitions, Investment Banking, Financial Analysis, Jason Lee demonstrates proficiency in a wide range of areas.