Trisha Lee Email & Phone Number
Paraplanner @ John Stokes Financial
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Trisha Lee Location
- Irvine, CA, US
Trisha Lee Work
- Paraplanner @ (April 2026 - Present)
- Client Service Specialist @ (April 2025 - August 2026)
- Wealth Management Intern @ (August 2024 - April 2025)
- Sales and Membership Associate @ (September 2022 - June 2024)
- Pre-Litigation Clerk @ (September 2023 - January 2024)
- Intern for Legal Education and Resources Network @ (September 2022 - October 2023)
- Intern for Student Support and Advocacy @ (September 2020 - October 2023)
- Administrative Assistant @ Best Smog (May 2020 - June 2023)
- Private Tutor @ Self-employed (January 2015 - May 2023)
- Optometric Assistant @ United Eye Care (January 2019 - January 2020)
- Business Leadership and Ethics Conference @ Rotary Club of Bakersfield Twilight (March 2018 - March 2018)
Trisha Lee Education
- UC Irvine
Economics (Psychological Science)
2020-2024 - Stockdale High School 2016-2020
Trisha Lee Skills
- Collaborative Work
- Communication
- Customer Relationship Management (CRM)
- Customer Service
- Finance
- Leadership
- Management
- Organization Skills
- Project Management
- Sales
- Teamwork
- legal
- time management
Trisha Lee Summary
- Trisha Lee, based in Irvine, CA, US, is currently a Paraplanner at John Stokes Financial. Trisha Lee brings experience from previous roles at John Stokes Financial, Morgan Stanley, UC Irvine and Russell & Lazarus APC. Trisha Lee holds a 2020 - 2024 Economics in Psychological Science @ UC Irvine. With a robust skill set that includes Collaborative Work, Communication, Customer Relationship Management (CRM), Customer Service, Finance and more. Trisha Lee has 1 emails on RocketReach.
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