Allison Grebe Lee
Let me help you with your later in life transitions
- Role
- Chief Operating Officer at Changing Places Llc
- Location
- Portland, OR, US
- LinkedIn followers
- 500 followers
About Allison Grebe Lee
Marketing, financial services, and business development professional with 20+ years of experience. Highly skilled in relationship building and management. Understands the detail with an eye to preventing future problems. Commended for generating innovative solutions that achieve quantifiable results. Proven ability to build and lead teams of professionals.
Experience
Chief Operating Officer
Oct 2025 — Present · Tualatin, OR, US
Monitor and measure company performance through scorecards, KPIs, and financial reports. Oversee and continuously improve workflows across all service lines, ensuring efficiency, profitability and quality.Oversee recruitment, onboarding, and professional development with HRReview project profitability, labor utilization and expense control measures.Support coordination between operations, marketing, and client service teams to ensure seamless client experience from inquiry to completion.Collaborate with the Operations Director to standardize processes, documentation, and training for consistent service delivery.Implement systems to track productivity, resource allocation, and job profitability.Identify and mitigate operational risks; ensure compliance with company policies, legal requirements, and safety standards.
Education
Trinity College, Dublin
MBA
University of Portland
Executive Certificate in Financial Planning
University of Portland
BA
Cannon Financial Institute
CTFA
Portland State University - Center for Executive and Professional Education
Lean Six Sigma Overview
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