Susan Lee has been with Peak Trust Company since 2022 as Front Desk Receptionist for the Nevada office. As the friendly face of the Nevada office, Susan is the first voice that our clients and partners hear when they call. In her receptionist role, Susan supports Trust Officers with many aspects of trust administration and new account intake. She is responsible for directing incoming calls, providing hospitality for clients and partners, and supplying administrative support to the entire staff.
Prior to joining Peak, Susan served in the United States Air Force as an Avionics Navigation Systems Specialist. After her military service, Susan worked as a flight attendant for 31 years. In 2021 Susan retrained as a Paralegal, graduating from the University of Nevada Las Vegas with her Paralegal certificate. Susan gained valuable experience as a legal assistant for a local Las Vegas law firm prior to joining the team at Peak.
President & CEO
Chief Fiduciary Officer & Chief Operating Officer
Founder & Chairman of the Board
General Counsel, Director
Chief Investment Officer
Chief Compliance Officer
Operations Officer
Executive Officer
Sr. Trust Officer
Trust Officer, Head of Nevada Office
Trust Officer
Trust Officer
Trust Officer
Associate Trust Officer
Business Development Officer
Alaska Operations Manager
Nevada Operations Manager
Nevada Fiduciary Operations Specialist
Investment Relationship Officer
Tax Officer
People Development Coordinator
Marketing Coordinator
Compliance & IT Specialist
Senior Trust Assistant
Trust Assistant
Trust Assistant
Accounts Payable & Receivable Specialist
Operations Assistant
Operations Assistant
Alaska Front Desk Receptionist
Trust Assistant
Trust Assistant, Delaware Front Desk Receptionist
Nevada Front Desk Receptionist
Executive Assistant