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Jeff Lee joined PerTrac Financial Solutions as Head of Global Services in June 2006. The Global Services Group is responsible for delivering a full range of services to PFS clients worldwide across all product lines. Global Services was formed by merging the former PerTrac Training and Support group with the CMS Professional Services team, who came to PFS as a result of the acquisition of Whittaker Garnier in January 2006. It also incorporates a new Account Management team.
Prior to joining PFS, Lee served as Director of Implementation Services at Advent Software, a one billion dollar publicly traded firm offering applications and services to investment management organizations. During his four years at Advent, Lee managed a team of 40 services personnel responsible for all client implementations in the Americas. Key clients included major asset managers, hedge funds, broker/dealers, and family offices. He successfully led the Project Management, Consulting, and Enterprise Management teams at Advent to exceed forecasted revenue for three years. Prior to Advent, Lee spent nearly two years managing consulting services at Vignette, an Internet services company, and before that almost 10 years at Accenture, where he held a number of management positions in charge of projects for many of the world's largest financial services firms. Lee graduated from Cornell University with a Bachelor of Science in Operations Research and Industrial Engineering in 1990. | 