Valerie A. Lee

Walnut Creek, CA

As a financial marketing professional, I move fluidly between the world of stocks and bonds to stories and brands. I am a dynamic and exuberant curiosity seeker who is passionate about understanding the financial services global marketplace, investor psychology, behavioral economics, social media campaigns, and creating content-rich Web copy and marketing collateral to build brand awareness, and drive customer acquisition and retention.

I have 18 years of experience managing a wide range of strategic marketing and communications campaigns and channels, including email, direct mail, brochures, flyers, postcards, newsletters, presentations, sales letters, white papers, and developing Web site content for major financial services corporations, healthcare organizations, travel companies, and local nonprofit organizations.

  • Work
    • Regional Relationship Manager
  • Education
    • M.S. Marketing
    • B.A. English