Valerie A. Lee, M.S.

925-***-****

www.valeriealee.com

adcphv@r.postjobfree.com

http://www.linkedin.com/in/valeriealee

PROFESSIONAL EXPERIENCE

JWilliams Staffing Oakland, CA

Assistant Property Manager and Leasing Consultant September 2019 – Present

Manage move-ins and move-outs

Present market-ready apartments and community tours to prospective residents

Accept service requests from residents and create work orders for maintenance

Lease apartments and maintain resident functions by using Real Page and Yardi

Experience in Section 8, HUD, recertification, OHA, project based vouchers, housing choice vouchers

Collect rents, prepare leases and other paperwork, including reviewing rent rolls, tracking lease expirations, implementing lease renewal schedules, preparing delinquency reports, processing rental applications, vendor invoicing, resolving resident inquiries, and waiting list administration

Working knowledge of applicable local and federal housing laws, including Fair Housing, rent stabilization regulations, and Landlord and Tenant laws

Strong financial background that includes reading and understanding financial statements, income and expense reports, and processing purchase orders Charles Schwab & Co. San Francisco, CA

Financial Consultant Partner November 2014 – October 2018

Generated new business development opportunities for Senior Financial Consultant

Set up targeted appointments to drive new business and deeper engagement with clients

Created and presented financial plans, portfolio reviews and investment recommendations

Developed relationships with clients by helping them meet their financial and retirement goals

Strengthened and retained client relationships by providing retirement and investment guidance Fidelity Investments Walnut Creek, CA

Regional Relationship Manager January 2014 – November 2014

Ranked #1 nationwide for appointment generation with high-net-worth clients

Strengthened relationships with high-net-worth clients ($1 million+ in investible assets)

Generated new business opportunities for Account Executives in San Francisco Bay Area Morgan Stanley Honolulu, HI

Financial Advisor May 2012 – January 2014

Ranked in the top 20% in nationwide cohort for assets under management

Conducted discovery interviews with C-level executives to understand their financial goals

Created and delivered sales presentations to companies with at least $1 million in investible assets Kaiser Permanente Oakland, CA

National Proposal Consultant January 2009 – April 2012

Designed marketing strategies and programs to strengthen relationships with clients

Created, developed and presented RFP process efficiency tools at major regional conference

Created dashboards and published results of key Request for Proposal performance indicators Lumetra San Francisco, CA

Senior Marketing Communications Consultant October 2007 – August 2008

Created marketing content for nursing homes, home health agencies and hospitals in California

Developed and managed integrated marketing communication programs for healthcare providers

Led target audience research project on communication preferences among healthcare audiences Wells Fargo San Francisco, CA

Marketing Consultant, Wells Fargo Financial Products August 2005 – October 2007

Developed positioning for new financial products and platforms in collaboration with product teams

Developed and executed integrated marketing plans, collaborating with product and sales teams

Developed and implemented marketing communications, sales, and brand development strategies Project Manager, Wells Fargo Private Client Services (PCS) April 2004 – August 2005

Helped create and implement new Wells Fargo PCS National Sales Advisory Desk

Created, implemented, and executed first national PCS Wealth Management Conference

Managed marketing and content development process for major Wells Fargo PCS initiatives Licensed Personal Banker, Wells Fargo Bank November 2003 – March 2004

Sold financial, credit, mortgage, and investment products and services, including mortgages, savings and checking accounts, credit cards, debit and ATM cards, and online-banking services

Managed portfolios, serviced relationships, and cross-sold financial and banking products

Identified investment, consumer, and lending opportunities among high-value retail customers EDUCATION

Master of Science in Marketing (High Honors), Golden Gate University, San Francisco, CA

Bachelor of Arts in English (minor in Journalism), Indiana University, Bloomington, IN