Andy Lee

Managing Director @Truist Securities

Orlando, FL, US
MOBILE NUMBERS
+14•••••••23

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WORK HISTORY

Aug 2020 — Present

Managing Director @Truist Securities

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Orlando, FL, US

Coverage banker at Truist Securities focused on Leisure & Hospitality sectors within the Corporate & Investment Banking team. Responsibilities include assisting publicly-traded and privately-held clients with optimizing capital structures, leading investment banking advisory services and assisting with other traditional banking needs including treasury & payments, insurance and wealth management.

EDUCATION

1994 — 1996

Lander University

Finance

1996 — 1998

University of Georgia - Terry College of Business

BBA

SKILLS

Commercial BankingInvestment BankingMergers & AcquisitionsDue DiligenceExecutive ManagementCapital RaisingCorporate LawStrategyFinancial ModelingFinanceValuationStrategic PlanningTreasury ManagementCredit AnalysisCorporate FinanceFinancial AnalysisLeadershipPortfolio ManagementLoansPrivate EquityCapital MarketsSeries 7Real EstateForecastingBankingFinancial Services

ABOUT ANDY LEE

Experienced banker with a demonstrated history of working in the Corporate and Investment…

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