Leadership & Vision
I’m David Lee, Founder of Summit One Advisors — a transformational IT leader with nearly two decades of executive experience helping organizations harness technology for growth, security, and compliance.
Throughout my career, I’ve guided banks, life sciences companies, and defense contractors through complex modernization, merger, and cybersecurity initiatives — consistently improving efficiency, reducing costs, and strengthening regulatory posture.
When I’m not advising clients, you’ll find me training in the gym, playing bass in local bands, or spending time with my family — all reminders that performance, balance, and connection matter just as much in life as they do in technology.
A Proven Record of Leadership and Results
Audit & Compliance Excellence
Resolved a long-standing audit MRA thru the adoption of ITIL-based processes and governance — achieving 100% compliance and raising IT audit ratings from Satisfactory to Strong across all categories.
Established cybersecurity programs aligned with NIST CF 2.0, HIPAA, SOC 2, and ISO 27001, ensuring readiness for inspections and certifications.
Security & Risk Management
Increased OS hardening compliance from 30% to 80%, implemented Zero Trust architecture, and built incident response and vulnerability management programs that reduced exposure and audit findings.
Operational Efficiency & Cost Savings
Delivered $150K+ in annual savings through facility footprint reduction, application consolidation, and automation.
Negotiated vendor contracts saving over $60K/year in maintenance and network costs, and insourced key functions to reduce dependency on external MSPs.
Digital Transformation & AI Integration
Led the deployment of AI-driven customer engagement tools, automating website and call center workflows to improve first-call resolution and enable 24/7 intelligent self-service.
Drove modernization initiatives including Microsoft 365 migration, cloud infrastructure redesign, and ITSM implementation to accelerate service delivery and reporting.
Hands-On Leadership & Team Building
Built and mentored high-performing, lean IT teams, reorganized structures for agility, and introduced ITIL-aligned operational frameworks with a shift-left approach — empowering staff to resolve issues earlier, accelerate delivery, and align daily operations with strategic objectives.
Our Mission
I founded Summit One Advisors to bring that same level of strategic leadership, compliance discipline, and measurable impact to organizations — helping them achieve enterprise-grade IT maturity, regulatory confidence, and operational excellence.
