Gina Lee, Branch Operations Manager

“I happened upon this industry 9 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 PD. I Moved to WA and started my financial career as a Receptionist at EK Riley, then moved to Operations and finally Client Care within the same firm. 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 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.

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)

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