Danny Lee, CAIA, currently serves as the Director of Client Success at Nasdaq since November 2021, following a series of leadership roles that emphasize client success and customer experience across multiple organizations. Prior experience includes directing the Customer Success organization at Inxeption, where Danny led teams focused on the post-sale customer journey, and overseeing Client Success at Crisp Video Group, leading strategic initiatives that achieved a 24% increase in net retention rates. Earlier roles at Ware2Go and eVestment involved managing client-centric teams and enhancing client engagement strategies, contributing to reduced churn and increased revenue. Danny began the professional journey as a Financial Analyst at Timberland Investment Resources, LLC, and holds a BBA in Banking and Finance from the University of Mississippi.
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