Mr. Lee has served as Chief Information Officer (CIO), North America for Marsh, Inc., and Executive Director, CIO – Americas and Head of Managed Accounts Operations – Americas for UBS Global Asset Management. As CIO – Americas Jim was successful in developing a STP platform that enabled streamlined information flow from prospecting, account opening, account servicing through reporting. Jim assumed the Operations of the Managed Account business after successfully launching the Private Wealth Solutions (PWS) product, which has generated over $400 million in new assets under management.
Jim was a Senior Management Consultant with IBM Management Consulting division – Business Consulting Services. He has consulted and managed engagements with major financial services organizations focused on Business Process Engineering, IT strategy, Organization Design, product implementation and the like.
Mr. Lee has a Bachelor of Business Administration Degree from Adelphi University.