Elizabeth Lee

Elizabeth has been with WestHill Financial Advisors℠ for over six years. She has a bachelor’s degree in finance from Arizona State University. Her previous work experience includes 20 years in sales and marketing. She worked as sales manager and Western regional manager for E&J Gallo Winery and as vice president, sales and marketing, at Landmark Ca... lendars and At-A-Glance. She also opened U.S. and Canadian markets as vice president of sales and marketing for Ink Group in Australia. Elizabeth also has more than seven years’ experience in the financial industry. Elizabeth uses her years of professional experience and knowledge in her role as Executive Assistant to the CEO and two other C-level executives at WestHill, working in budgeting, finance, management, team meetings and client support, as well as insurance administration for the Risk Assessment team. She is a solutions-based client advocate whose attention to detail, follow-up and multi-tasking ability allows her to work diligently, efficiently and effectively to bring the best client experience possible. Among other invaluable contributions to WestHill, Elizabeth delights in serving as the firm’s Events and Gift Planning Coordinator, responsible for planning client events, employee events and WestHill’s community outreach and volunteerism projects. Elizabeth grew up in Hawaii and enjoys traveling home every year. Besides travel, she enjoys spending time with family, as well as water sports, playing the piano, working out and being a part of St. Anthony’s' church as Lector Coordinator.Read More