Brian Lee

Brian Lee is an experienced RFP writer with a strong background in investment strategies across various firms, including Loomis, Sayles & Company, PGIM Real Estate, and GCM Grosvenor. Notable roles include Senior RFP Writer at Loomis, Sayles & Company, where responsibilities encompassed completing complex RFPs, RFIs, and DDQs, along with contributions to internal database enhancements. Previous positions include RFP Director at Ariel Investments, managing a team and revamping response processes, and Senior Process Manager at TIAA-CREF, overseeing project metrics related to institutional retirement services. Brian Lee's career spans roles in sales, consulting, and education, with a B.S. in Finance from Central Connecticut State University.