ELITE ADVISOR STRATEGIST
Jessica Lee is an elite advisor strategist with CEG Worldwide, responsible for initiating and cultivating relationships with advisor clients and prospective clients. She is also responsible for supporting our sales team, including client communications, database maintenance, scheduling, virtual reality and coordinating the sales team activities.
After working for more than nine years in customer service and sales, Lee knows what truly grabs attention and drives conversations. She understands that the most genuine, important conversations are those that connect people with one another in ways that add true value to each other’s businesses and lives.
Lee holds sociology and organizational leadership degrees from Arizona State University. She enjoys spending her free time with her family, including her husband, two children and two dogs. She grew up playing sports and loves any opportunity to incorporate them into her day-to-day life.