Erika Lee's Location
Portland, OR, US
Erika Lee's Work
- Financial Advisor @ Summit Wealth Management
- Associate Financial Advisor @ Summit Wealth Management
- Registered Client Services Associate @ CGC FINANCIAL SERVICES, LLC
- Client Service Administrator @ AKT CPAs, Advisors, Consultants
- Administrative Assistant @ AKT CPAs, Advisors, Consultants
- Research Assistant, Department of Psychology @ Willamette University
- Office Clerk @ Willamette University
- Office Assistant @ Hallie Ford Museum Of Art
- Vice President Finance (Head of Chapter Financial Operations) @ Delta Gamma
- Senate Page @ Oregon State Capitol, Salem,OR
Erika Lee's Education
- Willamette University
Bachelor of Arts - BA (Psychology)
2013 - 2017 - Willamette University
Bachelor's Degree (Psychology, Spanish, & Art History)
2013 - 2017 - Sprague High School
High School
2009 - 2013
Erika Lee's Skills
- Typing
- Microsoft Office
- Microsoft Excel
- Microsoft Word
- Fax
- Receptionist Duties
- Telephone Reception
- Event Planning
- Research
Erika Lee's Summary
Erika Lee, based in Portland, OR, US, is currently a Financial Advisor at Summit Wealth Management, bringing experience from previous roles at Summit Wealth Management, CGC FINANCIAL SERVICES, LLC and Aldrich. Erika Lee holds a 2013 - 2017 Bachelor of Arts - BA in Psychology @ Willamette University. With a robust skill set that includes Typing, Microsoft Office, Microsoft Excel, Microsoft Word, Fax and more, Erika Lee contributes valuable insights to the industry. Erika Lee has 1 email on RocketReach.
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