Evan Lee
Executive Administrative Assistant at Goldbloom Wealth Managment
- Role
- Executive Administrative Assistant at Goldbloom Wealth Management Llc
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Evan Lee
University of Washington Economics graduate with experience in wealth management…
Experience
Executive Administrative Assistant
Goldbloom Wealth Management Llc
Sep 2025 — Present · Mercer Island, WA, US
At GWM, I provide high-level operational and executive support, optimizing efficiency for leadership and advisors through strategic scheduling, meeting coordination, and office oversight. I manage CRM systems to ensure accurate client records, streamlined communications, and actionable follow-ups. Utilizing tools like Asana, I drive project execution and prioritize firm-wide initiatives. I also produce data-driven reports and dashboards to support decision-making, coordinate complex travel and vendor logistics, and manage financial planning documents, including balance sheets and risk-level strategies, for high-net-worth clients.
Education
International Baccalaureate
High School Diploma
Nanjing International School
High School Diploma
University of Washington
Bachelor of Arts - BA, Economics
2022
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