Dorothy Lee Email & Phone Number | u2022 Formulated strategies using both equities and derivatives to manage risk and preserve purchasing power u2022 Applied technical analysis and market research to implement directional strategies on equities and indices (with focus on technology, consumer & agricultural products, energy, and REIT sectors) u2022 Utilized fundamental valuation and behavioral psychology to execute option hedge plays u2022 Traded stocks and options aligned with building and sustaining a favorable long-term track record of risk control, and theta & vega capture. Industries covered: Agricultural Products, Cable TV & Media, Renewable Fuels. u2022 Launched sector coverage of Agricultural Products (a $765 billion industry) in collaboration with Senior Analyst, opening new revenue channels for the firm u2022 Co-formulated investment theses and pitched our research recommendations to clients and internal management u2022 Developed ongoing relationship with clients, sales & trading, and company management by proactively offering updates on our investment ideas and other industry opinions u2022 Independently authored research reports and stood-in for client calls in absence of Senior Analyst u2022 Built and maintained financial models, and generated earnings forecasts to assess companiesu2019 valuations. Industries Covered: Packaged Foods, Media & Entertainment, Aerospace Defense. u2022 Analyzed financial statements and identified risks to support Analyst in equity research and marketing efforts u2022 Maintained financial models that facilitated earnings projection and analysis of enterprise and cash flow valuation u2022 Fielded inquiries from investment community; conveyed our equity opinions to retail and institutional brokers u2022 Communicated with senior management from various firms to gather vital information for company analysis u2022 Conducted market research on company news, industry developments, and economic trends. u2022 Utilized financial analysis tools such as intermediate accounting, spreads, cash flow, and credit policy u2022 Applied credit analysis tools and techniques to objectively evaluate diverse types of live business situations; worked with loan officers to recommend credit decisions and support them in presentations and written reports u2022 Interacted with clients to collect necessary information and form creative solutions to meet their credit needs.

Dorothy Lee

u2022 Formulated strategies using both equities and derivatives to manage risk and preserve purchasi...
United States

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Dorothy Lee’s Email tsed@alum.wustl.edu

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Dorothy Lee’s Location United States

Dorothy Lee’s Current Industry National Planning Corporation

Dorothy Lee’s Prior Industry Trilogy Financial Services | Self-Employed | Oppenheimer & Co., Inc. | A.G. Edwards & Sons, Inc. | U.S. Bank

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Work Experience

National Planning Corporation

Independent Financial Advisor

2015-10-01 00:00:00 - Present

Trilogy Financial Services

Financial Advisor

2012-07-01 00:00:00 - 2015-10-01 00:00:00

Self-Employed

Active Trader and Independent Researcher

2009-04-01 00:00:00 - 2012-07-01 00:00:00

Oppenheimer & Co., Inc.

Associate Analyst - Equity Research

2007-01-01 00:00:00 - 2009-04-01 00:00:00

A.G. Edwards & Sons, Inc.

Equity Research Associate

2004-01-01 00:00:00 - 2007-01-01 00:00:00

U.S. Bank

Credit Analyst - Commercial Lending

2003-01-01 00:00:00 - 2003-01-01 00:00:00

Skills

No Skills Available

Languages

No Languages Available

FAQ About Dorothy Lee

Dorothy Lee is located at
United States

Dorothy Lee is a u2022 Formulated strategies using both equities and derivatives to manage risk and preserve purchasing power u2022 Applied technical analysis and market research to implement directional strategies on equities and indices (with focus on technology, consumer & agricultural products, energy, and REIT sectors) u2022 Utilized fundamental valuation and behavioral psychology to execute option hedge plays u2022 Traded stocks and options aligned with building and sustaining a favorable long-term track record of risk control, and theta & vega capture. Industries covered: Agricultural Products, Cable TV & Media, Renewable Fuels. u2022 Launched sector coverage of Agricultural Products (a $765 billion industry) in collaboration with Senior Analyst, opening new revenue channels for the firm u2022 Co-formulated investment theses and pitched our research recommendations to clients and internal management u2022 Developed ongoing relationship with clients, sales & trading, and company management by proactively offering updates on our investment ideas and other industry opinions u2022 Independently authored research reports and stood-in for client calls in absence of Senior Analyst u2022 Built and maintained financial models, and generated earnings forecasts to assess companiesu2019 valuations. Industries Covered: Packaged Foods, Media & Entertainment, Aerospace Defense. u2022 Analyzed financial statements and identified risks to support Analyst in equity research and marketing efforts u2022 Maintained financial models that facilitated earnings projection and analysis of enterprise and cash flow valuation u2022 Fielded inquiries from investment community; conveyed our equity opinions to retail and institutional brokers u2022 Communicated with senior management from various firms to gather vital information for company analysis u2022 Conducted market research on company news, industry developments, and economic trends. u2022 Utilized financial analysis tools such as intermediate accounting, spreads, cash flow, and credit policy u2022 Applied credit analysis tools and techniques to objectively evaluate diverse types of live business situations; worked with loan officers to recommend credit decisions and support them in presentations and written reports u2022 Interacted with clients to collect necessary information and form creative solutions to meet their credit needs.

Dorothy Lee currently works in the National Planning Corporation |

No Languages Available

Dorothy Lee has prior
experience in the following industries:
Trilogy Financial Services | Self-Employed | Oppenheimer & Co., Inc. | A.G. Edwards & Sons, Inc. | U.S. Bank

Dorothy Lee has the following professional experience:
National Planning Corporation | Trilogy Financial Services | Self-Employed | Oppenheimer & Co., Inc. | A.G. Edwards & Sons, Inc. | U.S. Bank