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Lee Wilcox, CPA, CGMA is currently a Partner at Urish Popeck & Co., LLC, where Lee leads the financial services and insurance industries practice. Prior to their current role, Lee served as Vice President - Finance at AXA-Equitable and as Director of Global Fund Accounting and Operations at SEI Investments. Lee also held the position of Assistant Vice President - Senior Operations Manager at Deutsche Asset Management and worked as a Senior Auditor at Price Waterhouse Coopers. Lee holds a BSA in Accounting from the University of Maryland.