Our team brings a broad set of experiences to help our growing businesses thrive. We work tirelessly to support our portfolio companies
Prior to joining Serent, Lee worked as an associate at Dimensional Fund Advisors, an investment firm based in Austin, Texas. There he supported leadership in implementing innovative client solutions for institutional investors, handled relationship management initiatives in Latin America to help grow market share, and developed an expertise in client sales strategies.
Lee has a Bachelor of Business Administration specializing in Finance from the University of Dayton.