Upgrade
Joseph Lee has accumulated extensive experience in investor strategy and execution, currently serving as a Senior Manager at Upgrade, Inc. since June 2021. Prior roles at Upgrade included Manager and Senior Analyst in the same department. Joseph's prior experience encompasses a Financial Analyst position at Dividend Finance and a Financial Operations Associate role at Laird Norton Wetherby. Early career experience includes an internship in Alternative Investments at Pavilion Alternatives Group and a Client Operations internship at State Street. Joseph holds a Bachelor's degree in Business & Management Economics from the University of California, Davis, earned in 2018.
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Upgrade
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Upgrade is a neobank that offers credit to mainstream consumers through cards and personal loans, together with free credit monitoring and education tools that help consumers understand and manage their finances. Upgrade Card provides an innovative credit card that brings the low cost and responsible credit of installment lending to millions of retail locations in the U.S., while Upgrade Account is a mobile banking product offered to mainstream consumers.