Daniel Lee

Daniel Lee is a seasoned financial professional with extensive experience in portfolio management, retail banking, and operational leadership. Currently serving as a Portfolio Manager at First Interstate since January 2022, Daniel previously held the position of Retail Manager at Great Western Bank, overseeing employee management, loan approvals, and customer service initiatives. Previous roles include General Contractor at D&H General Contracting LLC, Customer Service Manager at U.S. Bank, and Branch Manager positions at Washington Federal and KeyBank, where budget management and regulatory compliance were key responsibilities. With a solid foundation in sales and customer relationship management from earlier roles at U.S. Bank, Meritage Mortgage, and Countrywide Home Loans, Daniel possesses a comprehensive skill set that contributes to business growth and client satisfaction. Daniel holds a Real Estate License from Oregon Real Estate School and a diploma in Automotive Engineering from Benson Polytechnical.