Investment Platform Administrator
Leslie joined our firm in 2016 and is primarily focused on the wealth management side of our practice. She is responsible for service-related initiatives pertaining to our clients’ investment portfolios. She is also a member of the Operations Advisory Board for AssetMark, one of the industry’s leading Registered Investment Advisory (RIA) platforms.
Leslie is a graduate of Old Dominion University where she earned a B.A. in Communications. Leslie leads the Magnolia Circle of the Norfolk City Union of the King’s Daughters.
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