Sharon Lee worked as the Director of Investment Operations at the William and Flora Hewlett Foundation from April 2017 until the present. Prior to that, they worked as an Auditor at Lautze & Lautze from January 2000 to August 2005.
Sharon Lee has obtained a Bachelor's Degree in Accounting from the University of San Francisco. Sharon also holds a 5-Year Milestone certification from the CFA Institute, which they obtained in January 2020. In addition, Sharon has certifications for CGMA from the AICPA and CPA (Active) from the California Board of Accountancy.
April, 2017 - present
Director of Investment Operations at Summit Financial
Director of Investment Operations at Duchossois Capital Management
Director of Investment Operations at RhumbLine Advisers
Director Of Investment Operations at MFS Investment Management
Director Of Investment Operations at Cohen & Steers