Deanna Jee
Registered Sales Assistant - Administrative Coordinator
510-587-0800 x 3
Deanna Jee is the Administrative Coordinator at Progressive Asset Management. Deanna brings over 30 years of professional office experience and is a registered assistant, and a key member of the PAM team. She specializes in coordinating information and documents between clients and our partners in the Osaic home office. Deanna currently balances her hybrid schedule working three to four days remotely from home with a couple of days at the office in Castro Valley.
With her primary background in real estate and finance, her focus is handling a myriad of client requests and client investment account documentation in a highly efficient manner. She is highly skilled in her administrative duties and is a great asset to the Progressive Asset Management.
Deanna resides in Concord, California with her teenage daughters, Mia and Alyssa.
Her organizational skills come in handy when managing her busy family schedule of sporting activities and family occasions.