Jacob J. Lee

JACOB J. LEE is an Associate at Floyd Advisory. He has provided assistance and analysis on a broad range of topics including revenue recognition, economic damages, as well as financial investigations. Mr. Lee has financial and accounting experience related to the banking, telecommunication, and insurance industries.

Prior to joining Floyd Advisory, Mr. Lee worked in the insurance and financial services industry. He has a broad range of finance industry experience. Mr. Lee’s expertise includes financial modeling, asset allocation, investment advisory, forecasting, and valuations.

Mr. Lee received his Bachelors of Science in Business Administration with concentrations in Finance, and Marketing, as well as minor in Economics from the D’Amore-McKim School of Business at Northeastern University. He is currently pursuing his Chartered Financial Analyst credential.

Education & Certifications

  • Bachelor’s of Science in Business Administration, Finance, Marketing, and Economics, D’Amore-McKim School of Business, Northeastern University