Elena Lee, CFA
Manager, Financial Valuation
(425) 688-1700, ext. 127
“Lena” conducts and manages financial analyses and valuations in a variety of contexts, including estate, gift and income tax planning; succession planning; litigation support; and mergers & acquisitions. Her skills include asset valuation; capital budgeting; multiple linear regression and forecasting; budgeting and variance analysis; cash flow modeling; financial statement analysis; and program development. Elena has extensive experience in applying her skills both in academia and in the private sector.
Lena came to PVI with 10 years of experience in program development, planning and budgeting; asset allocation; market analysis; and development pricing strategies. She acquired her experience on the staff of Arizona State University, Tempe; The vanguard Group; and Aris Ltd., Kiev, Ukraine.
Lena has a BS in Finance and Marketing, Magna cum Laude, from Northern Arizona University, Flagstaff, Arizona. She holds the CFA (Chartered Financial Analyst) designation and is a member of the CFA Institute. She is Fluent in spoken and written Ukrainian and Russian.