Jackie Lee
London,London
Summary
Highly experienced ex UBS Investment Bank Managing Director and for the last seven years serving as Trustee and Chairman for a high impact London charity.
An effective skill set from career operating at Board level. Broad perspective, sound judgement and strategic advice, experienced negotiator, managing and delivering on multiple deadlines, effective people skills, experienced fundraiser and financially and commercially focussed. Adaptable and resourceful leader and skilled in building relationships, dedicated to delivering on objectives. Significant C suite experience. Strong communication skills which helps cultivate a strong culture, high standards and performance.
Looking to reengage at Board level as an NED.
Overview
28
28
years of professional experience
13
13
years of post-secondary education
Work history
Trustee
The Daisy Trust
London
03.2017 - Current
- Undertake and present an annual performance review
- Propose the annual strategy on fundraising and events and discuss
- Propose and collectively agree grant targets for the year
- Present ad hoc matters for Trustee approval
Chairman of Committee
The Daisy Trust
London
12.2016 - Current
- The Daisy Trust is a volunteer run Charity raising money and giving grants to beneficiaries for the benefit of those in need in Hammersmith & Fulham, London
- In 2023, distributed £75,000 to 41 beneficiaries and over £610,000 in the last ten years. Beneficiaries include H&F Foodbank, Glassdoor, Barons Court Project, The Royal Trinity Hospice and local schools
- As Chairman of the Committee of twelve, host monthly meetings to approve grants, prepare and review event details and manage the Committee composition
- Responsible for the execution of the strategy agreed with the Trustees, fundraising, grants and execution of specific projects including website upgrade, GDPR, brand consistency
- Build and maintain relationships with important stakeholders including The Hurlingham Club (partner), Savills (Sponsor), Local businesses, local Council
- Focus on ensuring fundraising events are a success. Aim to ensure costs of hosting events are covered by Sponsorship so that all money raised can go directly to help people in need
- Largest annual event, The Daisy Trust Fair has stallholder turnover of over £175,000 in one day, with 1,000 attendees, raising in excess of £50,000 for The Daisy Trust in one day
- Initiated The Daisy Trust Ball which is held every three years and in 2022 raised over £100,000 in one night
Committee
The Daisy Trust
London
09.2014 - 12.2016
- Joined Committee in 2014, managed database, made marketing process more efficient and delivered increased guest attendance at events
- Visited new beneficiaries applying for grants, diligence is critical before granting funds
- Initiated small events to raise £1,000 - £2,000
Managing Director, Investment Banking
UBS
London
04.2001 - 09.2014
- Started career in Investment Banking in Sydney and headhunted to UBS IBD London as Associate Director and promoted over next 10 years to Managing Director
- Responsible for major client relationships and transactions including ICI Plc, Rentokil Plc, Barratt Plc, Mitchells & Butlers Plc, and revenue generation
- Execution of Mergers and Acquisition transactions across a variety of sectors including Healthcare, Business Services, Industrials and Retail
- Managed team performance and team staffing
- Mentor to investment banking analysts and lead role model for women
Investment Banking Executive
Gresham
Sydney, Australia
04.1996 - 04.2001
Education
Bachelor of Finance - Economics, Finance, Commercial Law
University of Sydney
Sydney 02.1993 - 11.2005
Timeline
Trustee
The Daisy Trust
03.2017 - Current
Chairman of Committee
The Daisy Trust
12.2016 - Current
Committee
The Daisy Trust
09.2014 - 12.2016
Managing Director, Investment Banking
UBS
04.2001 - 09.2014
Investment Banking Executive
Gresham
04.1996 - 04.2001
Bachelor of Finance - Economics, Finance, Commercial Law
University of Sydney
02.1993 - 11.2005
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