RiskMinds Americas is part of the Informa Connect Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 3099067.

Informa

Dan Lee
Chief Credit and Risk Officer at Coastal Community Bank

Profile

Dan is an Executive Vice President and the Chief Credit Officer and Chief Risk Officer for Coastal Community Bank.  Prior management positions include being Market President, Chief Operations Officer, and Chief Credit Officer.  Dan was a member of the Strategic Planning Group at KeyBank.

Dan’s work with early stage venture capital includes roles as an investor and board member.  Dan co-founded Cascade Angels to invest in early stage startups.  He was a board member at Summex Health Management which successfully sold to WebMD.   Dan remains active in the venture capital community as a member partner with Create33 FINx which is a strategic business platform for financial services and technology companies sponsored by Madrona Venture Group.

His work for private equity sponsors in multiple investments has resulted in strong financial returns. This includes the 2017 sale of Bank of the Cascades (NASDAQ: CACB) to First Interstate Bank (NASDAQ: FIBK). The sale created a $12B banking company in six western states.

Prior board memberships include the ABA Government Relations Council (a national trade association), Cascade Angels (an early stage venture capital fund), ICBCC (a mezzanine fund), Coburn Place (a family shelter), Near North Development Corporation (a community development corporation), and Summex Health Management (the largest wellness company in the US).

Dan has BS and MBA degrees from Indiana University, attended the Stonier Graduate School of Banking, and is a Certified Turnaround Professional through the Turnaround Management Association.

Dan Lee's Network

Agenda Sessions

  • Recession readiness

    ,
  • Too much thinking like risk managers and not enough like bankers

    ,