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Jenni Lee
Jenni Lee
Managing Director, Head of CDLI | Cliffwater
San Francisco, California, United States
Jenni Lee
Summary
Jenni Lee is a seasoned investment professional with over 20 years of experience in the financial services industry, specializing in strategic partnerships and investment management. Her diverse background spans roles in both buy-side and sell-side markets, where she has demonstrated a strong aptitude for building and maintaining complex relationships. Jenni is recognized as a subject matter expert in indexing, particularly in index strategy and methodology development. In addition to her corporate endeavors, she also contributes to academia as an adjunct professor, sharing her extensive knowledge with the next generation of finance professionals. Her ability to negotiate multi-million dollar deals showcases her strong leadership and consultative sales skills. Jenni is passionate about innovation and enjoys the challenges that come with her role, always striving to create value for her clients and partners. Outside of her professional life, she values continuous learning and personal growth.
Jenni Lee
Work Experience
Managing Director, Head of CDLI at
Cliffwater
June 2024 - Present
Adjunct Professor at
Skyline College
March 2024 - Present
Investor - Series A at
Einride
July 2019 - Present
Senior Principal, Business Development at
New Colony Homes Inc
April 2021 - March 2023
Senior Account Executive / Business Development, Gartner Invest at
Gartner
October 2018 - March 2021
Managing Director, Head of Business Development and Sales, Innovation & Advisory Solutions, Americas at
State Street
November 2016 - October 2018
Director, Global Provider Strategy at
LLC Black Rock
April 2011 - November 2016
Vice President, Senior Index Specialist at
MSCI Inc.
March 2007 - April 2011
Vice President, Institutional Equity Sales & Trading at
Merrill Lynch/Wfc/L. Inc.
May 2002 - March 2007
Consultant, Strategy & Operations at
Williams Family Enterprises LLC
August 1998 - March 2003
Jenni Lee
Education
Trinity University, Bachelor’s Degree, Magna Cum Laude
Institute for Shipboard Education: Semester at Sea, Study Abroad Program
Frequently Asked Questions about Jenni Lee
What is Jenni Lee email address?
Jenni Lee's primary email address is *********@bnymellon.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Jenni Lee work for?
Jenni Lee is a Managing Director, Head of CDLI at Cliffwater, a company specializing in Functions related to depository banking.
Where Jenni Lee graduated from?
Jenni Lee holds a degree in Concentration In Finance And Entrepreneurial Studies (Full Tuition Sponsorship) from UCLA Anderson School of Management.
How can I directly contact Jenni Lee?
To contact Jenni Lee directly, you can use the email address *********@bnymellon.com. Complete contact information is available upon registration with Muraena.
Who is Jenni Lee?
Jenni Lee is a seasoned investment professional with over 20 years of experience in the financial services industry, specializing in strategic partnerships and investment management. Her diverse background spans roles in both buy-side and sell-side markets, where she has demonstrated a strong aptitude for building and maintaining complex relationships. Jenni is recognized as a subject matter expert in indexing, particularly in index strategy and methodology development. In addition to her corporate endeavors, she also contributes to academia as an adjunct professor, sharing her extensive knowledge with the next generation of finance professionals. Her ability to negotiate multi-million dollar deals showcases her strong leadership and consultative sales skills. Jenni is passionate about innovation and enjoys the challenges that come with her role, always striving to create value for her clients and partners. Outside of her professional life, she values continuous learning and personal growth.
Jenni`s contact details
*********@bnymellon.com
*********@einride.tech
Colleagues
Vice President
Vice President
Managing Director
Vice President
Managing Director, Head of Portfolio Solutions
Managing Director
Managing Director
Managing Director
Managing Director
Senior Managing Director, Co-Head Asset Management