Joan Lee

Joan Lee is currently the Director of Finance at Shamrock Capital since March 2021. Prior to this role, they worked at RSM US LLP from October 2015 to March 2021, where they held the title of Assurance Supervisor. Their experience in financial services primarily focuses on Asset Management and Capital Markets. Before RSM, Joan was a Senior Assurance Associate and Assurance Associate in the same field. Additionally, they also volunteered at the Internal Revenue Service for the Volunteer Income Tax Assistance program in early 2014. Joan graduated from California State Polytechnic University-Pomona in 2015 with a Bachelor of Business Administration (B.B.A.) degree in Accounting.