Jessica Lee

Jessica Lee began their work experience as a Market and Industry Research Intern at Morgan Stanley Smith Barney in 2008. Jessica then served as a Congressional Intern for Congressman Rahm Emanuel from August 2008 to January 2009. In 2010, they worked as an Investment Banking Summer Intern at Royal Bank of Scotland. Jessica then joined Credit Suisse in 2011 as an Associate in Global Macro Products Sales. Jessica progressed to the role of Vice President in Securitized Products Finance, Conduit/Warehouse from January 2015 to February 2018. Afterwards, they became the Director of Securitized Products, ABS/ABCP Trading, a position that they held until April 2023. Currently, Jessica is working as the Director of Capital Markets at Theorem starting from April 2023.

Jessica Lee received their Bachelor of Science degree in Finance and Accounting from Georgetown University McDonough School of Business in 2011. Jessica also participated in a study abroad program at UNSW in 2009. Prior to their university education, Jessica attended The Harker School. In terms of certifications, Jessica obtained several certifications including Chartered Financial Analyst (CFA) from CFA Institute in 2016, Series 79 - Investment Banking Representative Examination from Financial Industry Regulatory Authority (FINRA) in 2015, Series 3 - Options, Futures, Hedging, Margin requirements, and Regulations from Financial Industry Regulatory Authority in 2011, Series 63 - Uniform Securities Agent State Law Examination from Financial Industry Regulatory Authority in 2011, and Series 7 - General Securities Representative Examination from Financial Industry Regulatory Authority in 2011.