Valerie A. Lee

Valerie A. LeeValerie A. LeeValerie A. Lee
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Valerie A. Lee

Valerie A. LeeValerie A. LeeValerie A. Lee
  • Home
  • About
  • Blog
  • Portfolio
  • Case Studies
  • Housing Education Gal
  • Contact Me

About Me

FLUIDITY

I move fluidly between the worlds of finance and real estate with experience in financial analysis, budget creation, event planning, estate planning, investment guidance, marketing, project management, process improvement, program management, and proposal management. I have strong communication and presentation skills and was selected as a panelist at the 2024 California Association of Community Managers Law Seminar and the 2024 Habitat for Humanity International Conference. I also have experience with residential, commercial, condominiums, mixed-use, market-rate, senior housing, LIHTC (Tax Credit Section 42), and the Section 8 Program. 

JILL OF MANY TRADES

I am an experienced real estate, finance, insurance, and marketing professional with over 20 years of experience in marketing, editing, copywriting, communication, project management, sales, account management, insurance sales and financial analysis and reporting. My curiosity has led me to exciting jobs in financial services, the travel industry, early childhood education, health care, management consulting, nonprofits, and real estate.  


I also provide housing education and consulting, including managing HOA elections in the nine-county San Francisco Bay Area under Housing Education Gal LLC. Please click on HOA Education Gal for more information. 


When I'm not chasing my career dreams, I'm chasing solar eclipses from Oregon (August 2017) to Chile (July 2019) and Indiana (April 2024), kayaking, blogging, biking, hiking, exploring museums, and frolicking with my two frisky and comical guinea pigs.  

Valerie A. Lee

  • California Real Estate License
  • California Notary Public
  • California Property and Casualty Insurance License
  • Certified Community Association Manager 
  • Certified Manager of Community Associations 
  • Association Management Specialist 
  • Asset Management Specialist
  • Tax Credit Specialist 
  • Certified Occupancy Specialist 
  • Manage HOA communities in Marin, San Francisco, and San Mateo Counties
  • Managed commercial and mixed-use buildings in Oakland and Emeryville, CA
  • Intermediate proficiency with MS Office (Word, Excel, Outlook, and PowerPoint), Salesforce, Sharepoint, Asana, AppFolio, and Yardi Voyager
  • Strong financial and accounting background
  • Project management
  • Process improvement
  • Proposal management



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