Lee Katipunan

Background

About Lee Katipunan

Lee is a senior Business Development (BD) and Client Relationship/Account Management professional. He has worked at top AmLaw (U.S.) and 'Magic Circle'(UK) law firms, and also at a leading global real estate services and investment company.+ Key advisor to fee earning staff, senior executives, managing director, partner and wider leadership.+ 10 years+ in global Client Relationship/Account Management programs.+ Solid experience in matrix structures with diverse products and services.+ Track record conducting and leveraging DATA for insights, especially involving Client Feedback.+ Experienced manager of projects requiring cross-functional collaboration.+ Executes continual improvement of infrastructure to increase internal efficiency and quality.+ Focused on SMART business planning, execution and measuring success.+ Experienced establishing partnerships with third-party organizations (e.g. Key Conference providers, Industry Bodies, Business Schools, Chambers of Commerce et al). He has worked in San Francisco, throughout the Bay Area and Silicon Valley, Sacramento and Pacific Northwest offices for CBRE Inc. and in prior roles has worked extensively with London, EMEA, APAC and NY-based office colleagues on client-specific initiatives. In both industries where Lee has worked, he has closely supported professionals with their book of business - involving maintenance /expansion of existing clients, as well as new business development acquisition (often with an international component). He has supported a broad area of focus ranging from: UHNWI to financial institutions, technology, life sciences, industrial, and other major sectors.