Rose Sojung Lee
Head-Equity Investments at Rockefeller & Co. LLC
Profile
Ms. Rose S.
Lee is a Head of Investment Solutions at Rockefeller & Co. LLC.
She serves as Managing Director and Head of Investment Solutions at Rockefeller Capital Management.
She is a member of the firm’s Management Committee.
Before joining Rockefeller Capital Management, She served as Head of Structured Product Sales & Development at Credit Suisse, where she focused on cross-asset investor products, including exchange traded products.
In six years there, she was also co-head of the global electronic structured products platform initiative, a member of the Americas Equity Derivatives Management Committee, and Director of the Promotion Committee.
Prior to Credit Suisse, She spent 14 years at Goldman Sachs where she built the institutional structured solutions business and served as Head of Institutional Structured Notes.
She also held multiple leadership positions in Synthetic Convertibles, Structured Equity Solutions, and the Structuring Sales Strategist group.
She began her career in strategy consulting.
She holds an MBA from Columbia University and bachelor’s degree in psychology from Dartmouth College
Rose Sojung Lee active positions
Companies | Position | Start |
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Rockefeller & Co. LLC
Rockefeller & Co. LLC Investment ManagersFinance Rockefeller & Co. LLC, do-business-as Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a direct subsidiary of RFS OPCO LLC, which is owned by Rockefeller Capital Management LP. RAM provides investment advisory services to institutional clients, intermediaries and high net-worth individuals and families. | Head-Equity Investments | 30/06/2022 |
Training of Rose Sojung Lee
Columbia Business School | Masters Business Admin |
Experiences
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1st degree connections
1st degree companies
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Female
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Linked companies
Private companies | 1 |
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Rockefeller & Co. LLC
Rockefeller & Co. LLC Investment ManagersFinance Rockefeller & Co. LLC, do-business-as Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a direct subsidiary of RFS OPCO LLC, which is owned by Rockefeller Capital Management LP. RAM provides investment advisory services to institutional clients, intermediaries and high net-worth individuals and families. | Finance |
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