Daniel Lee
5.0
(10)
Studied at Claremont McKenna College
Works at Wells Fargo
Successful clients at
Not currently taking new clients
Work Experience
Co-Founder & Host
The Subtext Podcast
June 2025 - Present
Not everything we are fits in a bio. The Subtext is where it spills out. We dive into the hidden dreams, quiet doubts, passion projects, and bold resets behind creative founders of rising startups, Gen Z leaders, execs, creators, artists, and builders. Hosted by Daniel Lee and Trey Wilson, it’s a raw, reflective space for the stories still unfolding - a time capsule of who we are underneath the surface and who we’re still becoming.
Growth Intern
ProCure On-Demand
June 2025 - Present
Healthcare startup that increases efficiency and improves clinical outcomes in human organ transplantation through optimizing logistics
Incoming Investment Banking Summer Analyst
Wells Fargo
March 2025 - Present
Technology
Technology Investment Banking Analyst
Concordia Capital
October 2024 - January 2025
Tech-focused boutique that provides capital raising and M&A advisory for growth stage ($10MM+ ARR) B2B SaaS companies
Private Equity Analyst Intern
Lionchase North America
August 2024 - November 2024
Middle Market Private Equity. Focused on Investor Relations of healthcare, F&B, and real estate portfolio companies.
Summer Business Analyst
IDWR Multi-Family Office
May 2024 - August 2024
Activist hedge fund focused on micro-small cap equity investments
Senior Analyst
Sagehen Capital
September 2023 - Present
Student-run public equities fund with approximately $1.2 million AUM
Education
Claremont McKenna College
Master of Arts, Finance
2024 - 2027
Claremont McKenna College
Bachelor of Arts, Economics
2023 - 2027
Grade: Junior Activities and societies: Sagehen Capital Management, Claremont Investment Banking Club, Robert Day Scholar, 5C Venture Capital Club, First Love Christian Fellowship, Randall Lewis Center for Innovation and Entrepreneurship, Intramural Basketball, Claremont Golf Club, Marian Miner Athenaeum Server, Asian Pacific American Mentoring Association
10 Reviews
Overall Rating
5.0
Daniel has helped Leland clients get into Claremont McKenna College
Daniel has helped clients get into these companies: