Allison Lee Email & Phone Number
CEO
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Allison Lee Location
- Portland, OR, US
Allison Lee Work
- 2021 -now CEO @ Aging Gleefully LLC
- 2025 -2026 Chief Operating Officer @
- 2025 -2025 Marketing Director @
- 2024 -2025 Marketing Manager @
- 2023 -2024 Operations Manager @
- 2023 -2025 Marketing Operations Manager @ Soft Landings for Seniors
- 2015 -2020 Director of Financial Planning @
- 2015 -2020 Director of Financial Planning @ Allen Trust Company/Allen Capital Management
- 2014 -2015 Client Relationship Manager and Business Development Officer @
- 2014 -2015 Business Development Officer @
- 2005 -2014 Director of Business Development @
- 2005 -2014 Director of Business Development @ R.V. Kuhns & Associates, Inc.
- 2001 -2004 Marketing Manager @
- now Business Development Manager @
- now Marketing Director @ McCoy Broadcasting
Allison Lee Education
- University of Portland
Executive Certificate in Financial Planning (Financial Planning and Services)
- Lake Oswego High School
(ASB Secretary, Three Rivers League Secretary/Treasurer, Letterman athlete (4 years), Golf team captain (3 years), swimming, volleyball, speech team, Spanish Club)
- Cannon Financial Institute
CTFA (Trust Administration)
- Trinity College, Dublin
MBA (Awarded "Business Project of the Year", Class Representative, Yearbook Committee, Boxing Society)
- University of Portland
BA (London Study Abroad, Student Alumni Association, Dormitory Representative)
- Portland State University - Center for Executive and Professional Education
Lean Six Sigma Overview (Project Management)
- University of Portland
Executive Certificate of Financial Planning
- Portland State University
(Project Management)
- University of Portland
Bachelor of Arts (HISTORY)
- Trinity College Dublin
Master of Business Administration
Allison Lee Skills
- Operations Management
- Payroll Management
- Human Resources (HR)
- Customer Service
- Strategic Marketing Management
- Web Content Writing
- Presentation Development
- Project Management
- Marketing Strategy
- Brand Development
- Strategic Planning
- New Business Development
- Sales
- Strategy
- Advertising
- Market Research
- Leadership
- Management
- Public Speaking
- Product Management
- Business Development
- Marketing Communications
- Marketing
- CRM
- Social Media Marketing
- Customer Relationship Management (CRM)
Allison Lee Summary
- Allison Lee, based in Portland, OR, US, is currently a CEO at Aging Gleefully LLC. Allison Lee brings experience from previous roles at Changing Places LLC and Soft Landings, Solutions for Seniors. Allison Lee holds a Executive Certificate in Financial Planning in Financial Planning and Services @ University of Portland. With a robust skill set that includes Operations Management, Payroll Management, Human Resources (HR), Customer Service, Strategic Marketing Management and more. Allison Lee has 1 emails and 1 mobile phone numbers on RocketReach.
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