Open to opportunities

Lee Rivers

@leerivers

I build profitability models and executive analytics that improve pricing, revenue, and wealth management decisions.

At Wilmington Trust, I lead pricing analytics, relationship profitability modeling, and executive reporting for a national wealth management platform. My work has improved revenue and profitability, enabled more accurate client margin evaluation, and reduced recurring reporting processing time by 30%.

I've also built scalable financial models and reporting infrastructure, advised leaders on pricing and channel optimization, and partnered across Legal, Fiduciary, Marketing, and external consulting teams. Earlier, I developed investment banking and biotechnology equity research experience, including valuation frameworks, financing research, and investment theses.

Experience

Work history, roles, and key accomplishments

Current

Vice President – Wealth Management Business Analytics and Reporting Manager

Current

Wilmington Trust

Jan 2024 - Present (2 years 8 months)

Led enterprise-wide pricing analytics initiative that drove meaningful revenue and profitability improvement across a national wealth management platform. Directed end-to-end rebuild of relationship profitability models, improving scalability and enabling more accurate evaluation of client risk, complexity, and margin contribution across the portfolio.

Financial Modeling Profitability Analysis Pricing Analytics Executive Reporting Analytics Stakeholder Management Team Leadership Process Automation

Education

Degrees, certifications, and relevant coursework

Tuck School of Business at Dartmouth

Tuck Business Bridge Program, Business

2021 - 2021

Activities and societies: Performed team-based valuation analysis of Altria Group, including DCF modeling, financial and strategic assessments, and presented findings to industry executives and faculty.

Completed the Tuck Business Bridge Program, an intensive MBA-level program in corporate finance, strategy, accounting, and marketing.