David Lee
SVP, Dir., Fixed Income
10 years of service
David Lee has over twenty-five years of financial industry experience. Prior to joining CAPIS in 2009, he worked for eight years at SunTrust Robinson Humphrey as the director of mortgage trading. He also worked for Royal Bank of Canada as well as First Tennessee. Additionally, he spent five years with FedEx as a financial analyst and served as controller for Seven Oaks International for three years. David maintains Series 3, 7, 24, 53 and 63 licenses.
Other Members of our Trading Team
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Corey Ware, FVP
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Chad Muller, FVP
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Kelly Eskildsen, FVP
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Damon Belding, FVP
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Michael Aguilera
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Matthew Kiselica, FVP
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Clayton Duff, FVP
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Glenn Nowlin, FVP
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Bryan Gibbs, FVP
Transition Mgmt.
Michael Czapliskie
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Ray Prisco, VP
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Jay Vanerstrom, VP
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Aaron Bernstein
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Matt Krebs
Dir., Outsourced Trading
Mike Dunlap
Trading App. Support