William Lee

William Lee has over 19 years of work experience in the finance industry. William started their career in 2001 as a Database Administrator/Financial Analyst at Kaiser Permanente. In 2005, they became a Corporate FP&A Manager at Equinix. In 2012, they were appointed as Head of FP&A at Navis. In 2013, they became a Sr. Manager Corporate FP&A at Integral Development Corp. William then worked as an Independent Consultant, Financial Planning & System from 2015 to 2016. In 2016, they joined Impetus Consulting Group (ImpetusCG) as a Consulting Manager. From 2018 to 2020, they were the Director of FP&A at both Jaunt VR and Kenna Security. In 2020, they became a Financial Management Consultant at ForgePoint Capital and VP Finance at Mya Systems.

William Lee obtained a Bachelor of Science in Management Information System from San Jose State University between 1996 and 1999. William then obtained a Master of Business Administration in Finance from Golden Gate University between 2004 and 2005. In August 2005, they obtained a California Mortgage License. In August 2016, they obtained an Intermediate Model Builder certification from Anaplan.