Frank Lee

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Profile

Frank Lee worked as a Senior Accountant at Novogradac & Co. LLP from 2004 to 2006.
He then worked as a Principal at Citigroup Global Markets, Inc. (Broker) in 2007.
From 2013 to 2019, he worked as an Equity Research Analyst at UBS Securities LLC.
In addition, he worked as a Research Analyst at Keefe, Bruyette & Woods, Inc. He also worked as an Analyst at BMO Capital Markets Corp.
(Broker) in 2021.
Mr. Lee received his undergraduate degree from the University of California, Berkeley.

Former positions of Frank Lee

Companies	Position	End
BMO Capital Markets Corp. (Broker) BMO Capital Markets Corp. (Broker) Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	2021-07-31
UBS Securities LLC UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	2019-02-28
Keefe, Bruyette & Woods, Inc. Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	2013-02-27
Citigroup Global Markets, Inc. (Broker) Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	2007-06-29
Novogradac & Co. LLP Novogradac & Co. LLP Miscellaneous Commercial ServicesCommercial Services Provides tax audit and accounting services	Corporate Officer/Principal	2006-06-29

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Training of Frank Lee

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Linked companies

Private companies	6
Citigroup Global Markets, Inc. (Broker) Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services	Finance
UBS Securities LLC UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Keefe, Bruyette & Woods, Inc. Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
Novogradac & Co. LLP Novogradac & Co. LLP Miscellaneous Commercial ServicesCommercial Services Provides tax audit and accounting services	Commercial Services
University of California, Berkeley University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
BMO Capital Markets Corp. (Broker) BMO Capital Markets Corp. (Broker) Investment Banks/BrokersFinance Provides brokerage services	Finance

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