Charlotte Lee is an experienced Investment Banking Analyst at Jefferies since July 2024, specializing in Mergers & Acquisitions. Prior to this role, Charlotte held various positions at the Georgetown University Alumni & Student Federal Credit Union, including Chair of Intern Engagement and Member Service Representative, and served as Vice President and Analyst for the Georgetown University Student Investment Fund's Consumer & Retail sector. Additional experience includes a Summer Analyst position at Jefferies, and a Summer Analyst role at Northern Pine Partners. As President of the Knight Vision Community Service Club and a Project Manager for Looma Education, Charlotte demonstrated strong leadership and organizational skills. Charlotte obtained a Bachelor of Business Administration in Finance and Operations & Analytics from Georgetown University, complemented by a minor in Mathematics, and graduated with highest honors from Menlo School.
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