Barbara Lee Email & Phone Number | Accomplished financial markets and technology professional with a background of significant experience in trading and sales in the global capital markets. Proven ability in building productive relationships across business groups and driving effective client management. Significant accomplishments in leading market data programs, creating strategies in business planning and delivering effective solutions. Self-starter with strong organizational, account, relationship management, sales and project oriented skills. • Project Management • Account & Sales Management • Institutional Securities Sales and Trading • Contracts & data content acquisition. • Workflow Process Documentation • Service Now • Vendor Management • B2B, B2C • Lean Six Sigma Yellow belt. • MDM • JIRA • Tableau • Operational Risk Framework • Exchanges, Policy & Regulatory Framework •Market Data Platforms ----------------------------------------------------------------------------------------------------- Additional Prior Experience: - Standard & Poor's MMS Corporate Bond Analyst - Aubrey G. Lanston & Co. Fixed Income Salesperson - CDC Capital Trading & Execution Desk - Morgan Stanley & Co M&A Sellside Tesm - Morgan Stanley & Co High Net Worth Wealth / Middle-market Sales

Barbara Lee

Accomplished financial markets and technology professional with a background of significant experien...
New York, New York, United States

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Barbara Lee’s Location New York, New York, United States

Barbara Lee’s Current Industry Hsbc

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Vice President

2022-09-01T00:00:00.000Z - Present

Account Manager

2017-09-01T00:00:00.000Z - 2022-09-01T00:00:00.000Z

Investment Bank & Capital Markets Business Advisor, Market Data

2006-12-01T00:00:00.000Z - 2017-01-01T00:00:00.000Z

Client Manager Loan IQ & Misys Global Banking

2004-01-01T00:00:00.000Z - 2006-01-01T00:00:00.000Z

Global Account Manager, Sales

2002-01-01T00:00:00.000Z - 2004-01-01T00:00:00.000Z

Client Account Manager

1999-01-01T00:00:00.000Z - 2001-01-01T00:00:00.000Z

PRIOR EXPERIENCE

2000-01-01T00:00:00.000Z - 2000-01-01T00:00:00.000Z

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Barbara Lee is a Accomplished financial markets and technology professional with a background of significant experience in trading and sales in the global capital markets. Proven ability in building productive relationships across business groups and driving effective client management. Significant accomplishments in leading market data programs, creating strategies in business planning and delivering effective solutions. Self-starter with strong organizational, account, relationship management, sales and project oriented skills. • Project Management • Account & Sales Management • Institutional Securities Sales and Trading • Contracts & data content acquisition. • Workflow Process Documentation • Service Now • Vendor Management • B2B, B2C • Lean Six Sigma Yellow belt. • MDM • JIRA • Tableau • Operational Risk Framework • Exchanges, Policy & Regulatory Framework •Market Data Platforms ----------------------------------------------------------------------------------------------------- Additional Prior Experience: - Standard & Poor's MMS Corporate Bond Analyst - Aubrey G. Lanston & Co. Fixed Income Salesperson - CDC Capital Trading & Execution Desk - Morgan Stanley & Co M&A Sellside Tesm - Morgan Stanley & Co High Net Worth Wealth / Middle-market Sales