JL

Jonathan Lee

Director Of Finance & Investment Operations

Jonathan Lee is a seasoned finance professional with extensive experience in leadership roles across multiple prominent organizations. Currently serving as a Board Trustee for The Donaldson Trust and holding dual positions at Aviva as Director of Finance & Investment Operations and Finance Change Portfolio Director, Jonathan has demonstrated expertise in finance operations, governance, and major project delivery. Prior roles include Head of Global Finance Operations and Shared Services at M&G plc and Head of Financial Operations at Prudential Assurance. Jonathan's career also includes significant tenures at Standard Life, where key achievements involved leading finance change initiatives and managing investment reporting functions. Educational credentials comprise an MBA from The University of Edinburgh, a Chartered Accountant designation from ICAS, and a Master's in Accountancy and Finance from Heriot-Watt University.

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