Emily Lee

Vice President
Emily Lee
HOME BASE
New York City
BEFORE ACCORDION
  • Cedar Street Asset Management LLC

  • Taiwan Cooperative Bank

ALMA MATER
  • University of Chicago Booth School of Business, M.B.A. Analytical Finance, Strategy Management

  • Purdue University Kranner School of Management, M.S. Finance
  • Tamkang University B.S. Economics

HOME BASE
New York City
BEFORE ACCORDION
  • Cedar Street Asset Management LLC

  • Taiwan Cooperative Bank

ALMA MATER
  • University of Chicago Booth School of Business, M.B.A. Analytical Finance, Strategy Management

  • Purdue University Kranner School of Management, M.S. Finance
  • Tamkang University B.S. Economics

Emily is a Vice President with 5 years of experience in the financial services industry. She specializes in credit and equity analysis for mid to large-sized multinational companies.

Prior to joining Accordion, Emily had multiple internship opportunities while studying her M.B.A. at Chicago Booth. She spent a year working in Cedar Street Asset Management in Chicago as an Equity Research Intern where she performed equity research in global markets. She also interned in VMWare in Palo Alto as a Finance intern where she helped improving financial and operational visibility of a SaaS transformation plan for senior management team.

Emily started her career as a Credit Analyst at Taiwan Cooperative Bank where she was responsible for performing credit analysis on the U.S. syndicated loans and underwriting credit deals in a number of industries – including retail, technology, real estate, manufacturing, energy, airline, and cruise lines. In this role, she worked directly with investment banks for senior credit investing and senior management team in finance and operation to provide strategic credit solutions.

Emily graduated from Tamkang University with a B.S. in Economics and from Purdue University with an M.S in Finance. She also earned her M.B.A. in Analytical Finance and Strategy Management from University of Chicago Booth School of Business. She holds the Chartered Financial Analyst designation.

Something you should know
  • Her family is comprised of 5 nationalities
  • Climbed Half Dome in Yosemite National Park in a day
  • Saw her snowboard sliding down at the top of Mammoth Mountain after failing to put it on
Noteworthy
  • Successfully closed a complicated leveraged loan deal which later generated the highest return for the bank in that year