Lucie Russell
Client Success Associate @Valley Oak Wealth Management
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WORK HISTORY
Client Success Associate @Valley Oak Wealth Management
Manages day-to-day operational efficiency of the firm, ensuring that all client paperwork is processed in a timely, accurate, and professional mannerProcess new contributions, manage required minimum distributions, and assist in trading and rebalancing investment accountsCreate client review reports for advisor\'s review meetings, ensure effective client communicationManage marketing initiatives, design print and virtual marketing materials, produce a weekly newsletter to inform clients about the state of the market
EDUCATION
University of San Diego
Psychology, Psychology & Visual Arts (minor)
Marin Catholic
High School Diploma
ABOUT LUCIE RUSSELL
As a recent graduate with a Bachelor\'s in Psychology and a Minor in Visual Arts from the University of San Diego, I bring a unique blend of creativity and analytical thinking to my professional work. With a strong academic record (3.92 GPA, Summa cum laude), I am driven to apply my knowledge and skills in real-world settings.Currently, as Client Success Associate at Valley Oak Wealth Management, I manage client communications, ensure operational efficiency, execute marketing initiatives, and exceed expectations for client service.With prior experience as Sales Coordinator at Davidson Hospitality Group, I managed lead qualification, created compelling proposals, ensured smooth communication between teams to drive sales success, and collaborated with the marketing team to execute various initiatives. I\'ve also contributed to nonprofit efforts at Alzheimer’s San Diego and developed strong customer relations in hospitality roles, honing my organizational and interpersonal skills.
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