Derek Lee, CFA CPA

Building a quant strategy marketplace

United States

About

LSE Economics alum and ex-management consultant with CFA and CPA turned internet and exchange operator, now pioneering in the FinTech space.

Experience

  • CEO, Co-Founder at Neutral Trade
    Feb 2024 - Present · 2 yrs 6 mos

    Democratizing financial access by bringing institutional trading strategies to everyone, backed by Cumberland Labs, Ergonia Trading, Skyland Ventures, Blackpine and others.

  • Advisor at Boston Consulting Group (BCG)
    May 2024 - Jul 2024 · 3 mos

    Web3 protocol mechanics

  • VP of Strategy & Ops at Aspen Digital
    Jan 2022 - Dec 2023 · 2 yrs

    Business and Trading Operations

  • VP, Strategy & Ops at Everest Ventures Group (EVG)
    Dec 2021 - Dec 2023 · 2 yrs 1 mo

    Incubation - Product, Strategy & Growth Running Aspen Digital & Kikitrade

  • Kikitrade (Hong Kong SAR · On-site)
    • Head of Product & Growth - Kikitrade
      Jun 2022 - Jun 2023 · 1 yr 1 mo

      - Set quarterly KPIs, track performance and restructure team to lead Operations, Product, Marketing, Data and Community team - Design mission center and VIP incentives to improve Daily Active Users and Social Metrics. Improve spot, portfolio margin trading user experience. Introduce leverage up to 20x. - Run sprints, User and Product Research, Product Design, Production Testing, Go to Market Launch - Work with legal, compliance, finance, and third parties to handle licensing and regulatory matters (SFC queries and HK VASP / VATP license applications) - Provide investor update and improving user acquisition funnels metrics, DAUs, AUM and trading revenue

    • Head of Operations - Kikitrade
      Dec 2021 - Jun 2022 · 7 mos

      - Phase out HKD fiat on/off ramp with HK banks and move operations to launch P2P exchange and USD on/off ramp partnering with Circle - Source and integrate credit card vendors (Checkout, Switchere) to support credit card deposits; Source and integrate KYC vendors (Onfido, Telesign) to improve KYC user experience and train app-ops team to identity frauds and dishonest users - Set process and controls on cold & hot wallets on fireblocks, withdrawal limits and approvals. Lead customer service and app ops team on their approval processes and issue handling. - Work with Data & Analytics team to derive insights to understand customer behaviour and improve product and operational workflows, including improving customer satisfaction from 50% to 90%+; crypto withdrawals approval speed improved to 95% of transactions are done in less than 10 mins while maintaining a high level of risk management; KYC conversion improved from 15% to 33% - Designed and integrated risk management indicators to ensure safety of the platform