As the Director of National Accounts for Pacific Oak Capital Markets Group, Lee Bastidas leads the team that is responsible for initiating and facilitating relationships and selling agreements with broker dealer clients. Her team is instrumental in introducing sponsor offerings and spearheading the marketing and due diligence process for all Pacific Oak alternative investment offerings with her broker dealer clients.
Lee has more than 20 years of industry experience, working across multiple distribution channels and product lines for several well-known financial services companies. Immediately prior to working for Pacific Oak Capital Markets Group, she was Vice President of National Accounts at KBS Capital Markets Group for 8 years. During her tenure at KBS, they raised over $5b in real estate and non-real estate related products in the independent broker dealer and RIA channels. From 2005 to 2009, Lee was with Principal Funds, as a Senior Account Manager. Lee began her financial services career with Oppenheimer Funds, where she held various roles, including Strategic Account Manager, over a 9 year period.
Lee received a B.A. from Providence College and resides in Chatham, NJ with her husband and their 3 children.