Daniel Lee, CFA, currently serves as a Credit Analyst III at the National Association of Insurance Commissioners (NAIC) in the Securities Valuation Office since August 2023. Daniel has extensive experience in finance and credit analysis, including a role as Vice President at Morgan Stanley overseeing corporate lending in various sectors from August 2022 to August 2023. Prior to this, Daniel was an Associate Director at S&P Global Ratings from May 2015 to May 2022, focusing on credit analysis within the packaging sector. Earlier career experiences include private equity at Cordova, Smart & Williams, LLC, a financial analyst role at CIBC World Markets specializing in mergers and acquisitions, and work as a corporate management associate at GreenPoint Financial. Daniel owns a retail wine and spirits business since February 2010. Academically, Daniel holds an MBA in Accounting and Finance from Columbia Business School and a Bachelor's degree in Accounting and Finance from NYU Stern School of Business.
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