Brett Lee

Brett Lee is a director based in San Clemente, California. Brett has assisted in structuring tax-exempt and taxable bond financings for school districts in California. He supports all phases of the financing process, including proposal submissions, debt structuring, legal document review, creation of financing timelines, bond pricings and closing of transactions. Additionally, he regularly conducts credit assessments, debt capacity analyses and financial projections, modeling for existing and prospective clients. Brett holds Series 52 and 63 licenses, and has a degree in communication with a minor in business management from Brigham Young University, as well as a Master of Public Administration in public finance from BYU’s Marriott School of Business.