Richie Lee
Chief Executive Officer at Lee Financial Co. LLC
Network origin in Richie Lee first degree
Entity | Entity type | Industry | |
---|---|---|---|
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.
668
| Non-Profit Organization | Miscellaneous Commercial Services | 668 |
Financial Planning Association
Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan.
115
| Private Company | Miscellaneous Commercial Services | 115 |
Southern Methodist University
Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology.
96
| College/University | Other Consumer Services | 96 |
The University of Texas at Austin
46
| College/University | Other Consumer Services | 46 |
Carreker Corp.
Carreker Corp. Packaged SoftwareTechnology Services Carreker Corp. develops payments related software and consulting solutions to financial institutions and financial service providers. Its services include consulting, project management and software implementation. The company offers tools for fraud detection, payment systems, cash inventory management and cost reduction. The firm is located in Dallas, TX.
22
| Subsidiary | Packaged Software | 22 |
Lee Financial Co. LLC
Lee Financial Co. LLC Investment ManagersFinance Lee Financial Corp. (LFC) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Richard R. Lee in 1975 and they are a subsidiary of LFC Holding Co. LFC offers personalized financial planning and investment management services to individuals and high net-worth individuals, trusts, estates, charitable organizations, private equity, 401(k) and defined benefit plans (investment selections only), and corporations or other business entities.
18
| Subsidiary | Investment Managers | 18 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Richie Lee via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
NORTHERN TRUST CORPORATION | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
University of Virginia | College/University | Undergraduate Degree Graduate Degree | |
Harvard University
Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Doctorate Degree Graduate Degree Masters Business Admin Undergraduate Degree | |
University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
National University of Singapore | College/University | Corporate Officer/Principal Undergraduate Degree | |
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
The American Institute of Certified Public Accountants
The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Arizona State University | College/University | Undergraduate Degree Masters Business Admin | |
Bates College | College/University | Undergraduate Degree Undergraduate Degree | |
Boston College | College/University | Undergraduate Degree Doctorate Degree | |
Texas A&M University | College/University | Undergraduate Degree Undergraduate Degree | |
University of Hong Kong | College/University | Undergraduate Degree Undergraduate Degree | |
Yale University | College/University | Undergraduate Degree Graduate Degree | |
Cornell University
Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Graduate Degree | |
University of Toronto | College/University | Undergraduate Degree Undergraduate Degree | |
University of Western Ontario | College/University | Undergraduate Degree Masters Business Admin | |
University of Wisconsin | College/University | Undergraduate Degree Masters Business Admin | |
Washington & Lee University | College/University | Undergraduate Degree Undergraduate Degree | |
Warsaw School of Economics | College/University | Graduate Degree Undergraduate Degree | |
The Hong Kong Polytechnic University | College/University | Undergraduate Degree Undergraduate Degree | |
The New York Society of Security Analysts, Inc.
The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
CFA Society of Chicago
CFA Society of Chicago Miscellaneous Commercial ServicesCommercial Services CFA Society of Chicago is an investment analysts society that brings together nearly 4,200 top professionals involved in investment analysis. The society is based in Chicago, IL and is the oldest of its kind. The CFA designation is recognized by the society as a recognition of knowledge, skills, and abilities in security analysis and portfolio management. Christopher Thomas Vincent has been the CEO of the non-profit company since 2020. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
The Canadian Institute of Mining, Metallurgy & Petroleum
The Canadian Institute of Mining, Metallurgy & Petroleum Miscellaneous Commercial ServicesCommercial Services The Canadian Institute of Mining, Metallurgy & Petroleum (CIM) is a not-for-profit technical society of professionals in the Canadian minerals, metals, materials, and energy industries. CIM is based in Westmount, Canada, and has subsidiaries in Canada. CIM provides a wealth of benefits to its members, including building industry knowledge, enhancing professional profiles, and raising Canadian company visibility. The institute offers a range of services, including professional development, distinguished lecturer programs, and awards. The private company was founded by Patrick B. Carlson, and the CEO is Angela Hamlyn. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
The Institute of Chartered Accountants of India | College/University | Corporate Officer/Principal Corporate Officer/Principal | |
Institute of Corporate Directors
Institute of Corporate Directors Miscellaneous Commercial ServicesCommercial Services The Institute of Corporate Directors is a not-for-profit, member-based association that serves as a resource and voice for directors and boards. The non-profit company is based in Toronto, Canada, and has subsidiaries in Canada. The ICD provides thought leadership through various publications and is a unified voice for directors. The Canadian company was founded by Brian J. Gibson, and Rahul K. Bhardwaj has been the CEO of the company since 2016. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Hong Kong Institute of Certified Public Accountants
Hong Kong Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services Hong Kong Institute of Certified Public Accountants operates under the professional accountant’s ordinance and works in the public interest. It offers CPA qualification programme and promulgating financial reporting, auditing and ethical standards in Hong Kong. The company was founded on January 1, 1973 and is headquartered in Hong Kong. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Chartered Professional Accountants of Canada
Chartered Professional Accountants of Canada Miscellaneous Commercial ServicesCommercial Services Chartered Professional Accountants of Canada (CPA) is a national accounting organization representing over 220,000 CPAs at national and international levels. The non-profit company is based in Toronto, Canada. CPA Canada collaborates with provincial and territorial regulatory bodies to support the profession and promote transparency in financial markets. The organization contributes to standard setting and public policy and works with international bodies to build a stronger accounting profession worldwide. CPA Canada provides extensive resources covering sustainability, corporate reporting, standards, and audit issues. The organization champions best practices that benefit business and society and prepares its members for an ever-evolving operating environment featuring unprecedented change. Pamela Steer has been the CEO of the Canadian company since 2022. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Association of Chartered Certified Accountants
Association of Chartered Certified Accountants Miscellaneous Commercial ServicesCommercial Services The Association of Chartered Certified Accountants (ACCA) is a professional body for accountants. The non-profit company is based in Glasgow, UK, and has subsidiaries in Mauritius, United Kingdom, and Hong Kong. The British company offers a program called ALP-C, which approves learning materials from high-quality content providers to support studying towards ACCA's qualification. The role of the CFO is evolving beyond finance to include reporting on value-centric aspects of their operations, as companies move towards sustainable practices. The CEO of the company is Helen Joanna Brand. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
The Chinese Institute of Certified Public Accountants
The Chinese Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The Chinese Institute of Certified Public Accountants operates as an accounting organization. The private company is based in Beijing, China. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
CFA Society of Dallas-Fort Worth, Inc. | Corporate Officer/Principal Corporate Officer/Principal Director/Board Member | ||
CFA Society of San Francisco
CFA Society of San Francisco Miscellaneous Commercial ServicesCommercial Services CFA Society of San Francisco provides educational services. It offers a multi-review course which provides structured, classroom-based approach to preparing for the examination. The firm focuses on the assigned materials in the study guides from CFA Institute, with an emphasis on the Learning Outcome Statements (LOS). The company was founded in 1929 and is headquartered in San Francisco, CA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Richard Ivey School of Business | College/University | Masters Business Admin Masters Business Admin | |
Institute of Singapore Chartered Accountants
Institute of Singapore Chartered Accountants Miscellaneous Commercial ServicesCommercial Services Institute of Singapore Chartered Accountants provides accounting services. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
University of Virginia Darden School of Business | College/University | Corporate Officer/Principal Masters Business Admin | |
Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
CFA Society of the UK
CFA Society of the UK Miscellaneous Commercial ServicesCommercial Services CFA Society of the UK is an association of investment professionals based in the UK. The British company was founded in an unspecified year. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Almasi Beverages Ltd.
Almasi Beverages Ltd. Containers/PackagingProcess Industries Almasi Beverages Ltd. engages in operation of a bottling plant. The company was founded in 2013 and is headquartered in Nairobi, Kenya. | Containers/Packaging | Chairman | |
Lewa Wildlife Conservancy | Director/Board Member | ||
Empire Microsystems Ltd.
Empire Microsystems Ltd. Packaged SoftwareTechnology Services Empire Microsystems Ltd. provides information communication technology solutions. Its solutions include managed services provider and business technology solutions. The company was founded in 2006 and is headquartered in Nairobi, Kenya. | Packaged Software | Founder | |
Isuzu East Africa Ltd.
Isuzu East Africa Ltd. Motor VehiclesConsumer Durables Isuzu East Africa Ltd. assembles and distributes automobiles, trucks and buses. The company is headquartered in Kenya. | Motor Vehicles | Director/Board Member | |
Akiira Geothermal Ltd.
Akiira Geothermal Ltd. Electric UtilitiesUtilities Akiira Geothermal Ltd. operates geothermal exploration and power plant development company. The firm's project is developing 140 MWe in two phases of 70 MWe each. The company is headquartered in Nairobi, Kenya. | Electric Utilities | Director/Board Member | |
NAIROBI SECURITIES EXCHANGE PLC | Investment Banks/Brokers | Director/Board Member | |
Kenya Wine Agencies Ltd.
Kenya Wine Agencies Ltd. Food DistributorsDistribution Services Kenya Wine Agencies Ltd. manufactures, imports and distributes wine, brandy, whisky, vodka, and spirits. Its brands include Viceroy Brandy, Amarula Cream, Drostdy Hof Wines, Cellar Cask wines and Savannah Cider. The firm distributes beverages in Eastern and Central Africa markets. The company was incorporated in 1969 and is headquartered in Nairobi, Kenya. | Food Distributors | Director/Board Member |
Statistics
International
United States | 22 |
Kenya | 9 |
Canada | 7 |
Hong Kong | 5 |
Singapore | 3 |
Sectoral
Consumer Services | 22 |
Commercial Services | 15 |
Finance | 3 |
Consumer Durables | 3 |
Process Industries | 2 |
Operational
Corporate Officer/Principal | 323 |
Director/Board Member | 277 |
Undergraduate Degree | 90 |
Chairman | 86 |
Independent Dir/Board Member | 71 |
Most connected contacts
Insiders | |
---|---|
John Finbar Driscoll | 61 |
James Mworia | 32 |
Catherine Gignac | 27 |
Swe Guan Lim | 25 |
John David Chapman | 24 |
Hisham bin Zainal Mokhtar | 22 |
William Koutsouras | 18 |
Arlene Isaacs-Lowe | 18 |
Michael Ryan | 17 |
Gordon Baird | 17 |
Mei Shuen Low | 16 |
S. Sreenivasan | 15 |
Kee Wai Lo | 15 |
Mandy Abramsohn | 15 |
Anna Batarina | 14 |
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