Min Lee

Min Lee is a seasoned professional in customer success and account management, with a diverse background across various financial services firms. Currently serving as a Senior Customer Success Manager for Strategic Accounts at Kpler since May 2024, Min previously held roles as a Customer Success Manager at orgvue and a Customer Success Specialist at Lukka. Prior experience includes positions at Bloomberg LP, where responsibilities spanned from Account Manager to Senior Equity & Derivatives Specialist and Financial Products Analyst. Min’s career began at Citi as an Investment Services Associate, followed by a role as a Financial Sales Consultant at Strategic Financial Solutions NY, and an internship in finance at Bungalow 5. Educational credentials include a Bachelor of Business Administration in Finance from the Zicklin School of Business and a high school diploma from Stuyvesant High School.