Gina Lee, Branch Operations Manager

“I happened upon this industry 8 years ago and have really grown to love finance and working with clients and their assets.”

CAREER SNAPSHOT

I earned my Bachelor’s Degree in Criminal Justice from the University of Nevada, Reno. I’ve worked as Crime Analyst for Reno PD. I moved to WA and started my financial career as a Receptionist at EK Riley, then on to Operations and finally Client Care within the same firm. And now I am thrilled to join Pacific Coast Financial Services.

WHY SHE LOVES WORKING AT PACIFIC COAST

Pacific Coast Financial Services emanates core values that I am proud to demonstrate throughout each workday, and I look forward to contributing to the excellent standard of client care. The thing I enjoy most is the great client relationships - helping clients on a day-to-day basis and hearing that “smile” in their voice when we get the task done.

PERSONAL SNAPSHOT

I love Gardening, getting outside – exploring parks, going for walks, 4-wheeling, beachcombing and all sorts of outdoor activities. I like Yoga, going on relaxing vacations and wine tasting.

CERTIFICATIONS/ACCREDITATIONS/LICENSES

Bachelor’s Degree in Criminal Justice

Licenses:

  • General Securities Representative (Series 7)
  • Uniform Securities Agent (Series 63)
  • Uniform Investment Adviser (Series 65)
  • Operations Professional (Series 99)

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