Prior to joining Virginia Asset Management, Dee worked in the financial industry for 20 years. In 2004, she joined the firm to oversee the Client Relationship Management (CRM) system. She manages the flow of client data and advisor reporting, oversees the new business and recruiting database modules, maintains records management, and leads regular CRM system training for advisors and support staff. In addition, she provides support for firm seminar marketing, manages other client marketing programs and the firm’s social media program.
She enjoys spending time with her family on trips to the lake, going to wine festivals, outdoor concerts, motorcycle rides, and entertaining with friends at her home in Powhatan.