Richard Lee

Richard Lee has had a diverse range of work experiences. Richard started their career as a Wealth Management Intern at Merrill Lynch, where they provided support to financial advisors and analyzed financial information for clients. Later, at Proverian Capital LLC, they worked as a Financial Analyst, identifying investment opportunities and assisting in the development of financial models. Richard then joined Oppenheimer & Co. as an Asset Allocation Analyst, where they advised fund managers and researched mutual fund managers. Currently, they work at CaaStle as a Principal Data Scientist, specializing in insights, and has previously held roles as a Senior Data Analyst, Data Analyst, and Marketing Analyst. Additionally, Richard's earlier work experience includes managing warehouse operations as a Warehouse Operations Manager at CaaStle.

Richard Lee earned their BA in Economics and Journalism from New York University, where they studied from 2003 to 2007.