Gina Lee, Senior Client Associate
“I happened upon this industry 12 years ago, and have really grown to love finance and working with clients.”
CAREER SNAPSHOT
I earned my Bachelor’s Degree in Criminal Justice from University of Nevada, Reno and worked as Crime Analyst for Reno Police Department. I moved to Washington and started my financial career as a Receptionist at E.K. Riley, then moved to operations and finally client care. Once EK Riley merged with LPL Financial, I was thrilled to join Pacific Coast Financial Services as the operations manager. I am currently working with them over the summer a as senior client associate.
WHY SHE LOVES WORKING AT PACIFIC COAST
Pacific Coast Financial Services emanates core values that I am proud to demonstrate and contribute towards the excellent standard of client care throughout each work day. Great client relationships are what I enjoy most. Helping clients on a day to day basis and hearing that “smile” in their voice when we get the administrative task done. I have enjoyed reconnecting with families I remember and care about.
PERSONAL SNAPSHOT
I love gardening, getting outside, exploring parks, going for walks, 4-wheeling, and beachcombing. Additionally, I enjoy practicing yoga, travelling and wine tasting.
CERTIFICATIONS/ACCREDITATIONS/LICENSES
Bachelor’s Degree in Criminal Justice
Licenses that are held through LPL Financial:
General Securities Representative (Series 7)
Uniform Securities Agent (Series 63)
Uniform Investment Adviser (Series 65)
Operations Professional (Series 99)