Lee Ann Reitz
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Lee Ann Reitz Email & Phone Number

Operations Manager at Stoker Ostler Wealth Advisors
Location: Scottsdale, Arizona, United States 3 work roles 3 schools
1 work email found @stokerostler.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email l****@stokerostler.com
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Current company
Stoker Ostler Wealth Advisors
Role
Operations Manager
Location
Scottsdale, Arizona, United States
Company size
21 employees

Who is Lee Ann Reitz? Overview

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Quick answer

Lee Ann Reitz is listed as Operations Manager at Stoker Ostler Wealth Advisors, a with 21 employees, based in Scottsdale, Arizona, United States. AeroLeads shows a work email signal at stokerostler.com and a matched LinkedIn profile for Lee Ann Reitz.

Lee Ann Reitz previously worked as Operations Specialist III at Ast Trust Company and Senior Operations at Plante Moran Financial Advisors. Lee Ann Reitz holds Master Of Business Administration (Mba), Business, Management, Marketing, And Related Support Services from University Of Arizona - Eller College Of Management.

Company email context

Email format at Stoker Ostler Wealth Advisors

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{first}.{last}@stokerostler.com
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Profile bio

About Lee Ann Reitz

Analytical and problem solving abilities. Motivated, detailed-oriented, operations focused.A high degree of accuracy and thoroughness with a strong aptitude for numbers and computation.Effective management of time and ability to set priorities of daily work, able to ensure work is accurate.Ability to coordinate information flow for multiple sources. Routinely work independent of close supervision in a multi-task environment

Current workplace

Lee Ann Reitz's current company

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Stoker Ostler Wealth Advisors
Stoker Ostler Wealth Advisors
Operations Manager
Scottsdale, Arizona
Employees
21
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Company profile
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3 roles

Lee Ann Reitz work experience

A career timeline built from the work history available for this profile.

Operations Manager

Current
Stoker Ostler Wealth Advisors

Scottsdale, Az

I currently manage the Operations team for a Registered Investment Advisor. We play an integral role in each client’s relationship overseeing details that are critical to the management of their investment portfolios. I also focus heavily on compliance, anti-money laundering, governance, and business continuity for our firm.My team and I oversee and maintain all of technology that is used in our managing a accounting, performance, reporting systems, trading software, client relationship management software, and client billing.I have many years of experience in the financial industry, having worked for large, national financial institutions as a senior operations professional.

Jul 2006 - Present

Operations Specialist Iii

Ast Trust Company

Operations Specialist responsible for quality client and group support to assure control of account data and customer success.

Oct 2005 - Jul 2006

Senior Operations

Plante Moran Financial Advisors

Senior Operations / Data Integrity member responsible for quality client and group support to assure quality control of account data and customer success. Current position provides support to the 17th largest ranked independent financial advisory firm comprised of an 85 member staff.

Jan 2000 - Oct 2005
3 education records

Lee Ann Reitz education

Master Of Business Administration (Mba), Business, Management, Marketing, And Related Support Services

University Of Arizona - Eller College Of Management

MBA Program

FAQ

Frequently asked questions about Lee Ann Reitz

Quick answers generated from the profile data available on this page.

What company does Lee Ann Reitz work for?

Lee Ann Reitz works for Stoker Ostler Wealth Advisors.

What is Lee Ann Reitz's role at Stoker Ostler Wealth Advisors?

Lee Ann Reitz is listed as Operations Manager at Stoker Ostler Wealth Advisors.

What is Lee Ann Reitz's email address?

AeroLeads has found 1 work email signal at @stokerostler.com for Lee Ann Reitz at Stoker Ostler Wealth Advisors.

Where is Lee Ann Reitz based?

Lee Ann Reitz is based in Scottsdale, Arizona, United States while working with Stoker Ostler Wealth Advisors.

What companies has Lee Ann Reitz worked for?

Lee Ann Reitz has worked for Stoker Ostler Wealth Advisors, Ast Trust Company, and Plante Moran Financial Advisors.

How can I contact Lee Ann Reitz?

You can use AeroLeads to view verified contact signals for Lee Ann Reitz at Stoker Ostler Wealth Advisors, including work email, phone, and LinkedIn data when available.

What schools did Lee Ann Reitz attend?

Lee Ann Reitz holds Master Of Business Administration (Mba), Business, Management, Marketing, And Related Support Services from University Of Arizona - Eller College Of Management.

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