Brian Lee
About Brian Lee
Brian Lee is an Advisor Solutions Specialist - Team Lead at Trust & Will in San Diego, California, where he has worked since 2021. He has extensive experience in the spirits and beverage industry and holds a Bachelor of Arts in Communication from San Diego State University.
Work at Trust & Will
Brian Lee serves as an Advisor Solutions Specialist - Team Lead at Trust & Will, a position he has held since 2021. Based in San Diego, California, he has contributed to the company for three years. In this role, he focuses on providing specialized solutions for advisors, enhancing their understanding of estate planning services.
Previous Experience in the Beverage Industry
Before joining Trust & Will, Brian Lee worked in various roles within the beverage industry. He served as a Salesperson at Wine Warehouse California from 2018 to 2019 and as a Spirits Specialist in 2020. Additionally, he worked as a Salesperson at 32 North Brewing Co LLC for nine months in 2017. His experience includes both on-premise and off-premise sales, representing a diverse range of brands.
Management Experience in Hospitality
Brian Lee has extensive management experience in the hospitality sector. He was a Restaurant Manager at CONSORTIUM HOLDINGS, INC. DBA CH PROJECTS from 2010 to 2017, overseeing operations for seven years. He also managed and bartended at several well-known cocktail bars in San Diego, enhancing his expertise in customer service and team leadership.
Education and Expertise
Brian Lee earned a Bachelor of Arts in Communication from San Diego State University, where he studied from 2007 to 2012. His educational background has equipped him with skills in effective communication, which he applies in his professional roles, particularly in discussions about estate planning.
Personal Interests
Outside of his professional commitments, Brian Lee enjoys outdoor activities such as hiking with dogs and practicing yoga in the park. He also has a passion for music and often plays records at home. He is currently planning a wedding with his fiancé, originally scheduled for September 2021.