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Lesa Hoffman Email & Phone Number

Director - Client Account Services at The Mutual Fund Store
Location: Leawood, Kansas, United States 7 work roles 2 schools
1 work email found @edelmanfinancialengines.com 2 phones found area 913 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email l****@edelmanfinancialengines.com
Direct phone (913) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
The Mutual Fund Store
Role
Director - Client Account Services
Location
Leawood, Kansas, United States
Company size
1029 employees

Who is Lesa Hoffman? Overview

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Quick answer

Lesa Hoffman is listed as Director - Client Account Services at The Mutual Fund Store, a with 1029 employees, based in Leawood, Kansas, United States. AeroLeads shows a work email signal at edelmanfinancialengines.com, phone signal with area code 913, and a matched LinkedIn profile for Lesa Hoffman.

Lesa Hoffman previously worked as Sr. Director Client Service - Central Division at Edelman Financial Engines and VP - Client Services at Financial Engines. Lesa Hoffman studied at University Of Central Missouri.

Company email context

Email format at The Mutual Fund Store

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{first_initial}{last}@edelmanfinancialengines.com
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AeroLeads found 1 current-domain work email signal for Lesa Hoffman. Compare company email patterns before reaching out.

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Profile bio

About Lesa Hoffman

Experienced Director of Client Services with 20+ years experience in the Financial Services industry. Strong leadership skills, advocate for women leadership in the workplace, proven track record of leading change management efforts during Mergers & Acquisitions and dedicated to improving the client experience.Client Services and Support Operations expert with background in multi-level, multi-site management including back-off operations and account/client data solutions such as Microsoft Dynamics, SalesForce, Portfolio Center, Tamarac Advsior View and MoneyGuidePro. Comprehensive knowledge of transaction processing and reconciliation, systems enhancements and testing, print communications delivery and developing SOX compliance audit solutions. Strengths include both back-office and client facing operations management, custodial relationship management (Schwab, Fidelity and TD Ameritrade) project management, strategic planning, enhancement of process controls, relationship management (including personal and professional development of staff) and streamlining processes to gain operational efficiencies.

Listed skills include Securities, Investments, Mutual Funds, Leadership, and 13 others.

Current workplace

Lesa Hoffman's current company

Company context helps verify the profile and gives searchers a useful next step.

The Mutual Fund Store
The Mutual Fund Store
Director - Client Account Services
Leawood, KS, US
Website
edelmanfinancialengines.com
Employees
1029
AeroLeads page
Company profile
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7 roles · 23 years

Lesa Hoffman work experience

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

Director - Client Account Services

The Mutual Fund Store

Vp - Client Services

Current
Financial Engines

Overland Park, Ks

Feb 2016 - Present

Manager, Client Account Services

The Mutual Fund Store
Dec 2006 - Dec 2010
Team & coworkers

Colleagues at The Mutual Fund Store

Other employees you can reach at edelmanfinancialengines.com. View company contacts for 1029 employees →

JC Jason Cowans, Cfp®, Chfc® Jason Cowans, Cfp®, Chfc® Colleague at The Mutual Fund StoreChandler, Arizona, United States View → EW Elizabeth Watson Elizabeth Watson Colleague at The Mutual Fund StoreLancaster, Pennsylvania, United States View → EH Ed Hungler, Cfp ® Ed Hungler, Cfp ® Colleague at The Mutual Fund StoreChicago, Illinois, United States View → AM Alaine Macdougall, Cfp® Alaine Macdougall, Cfp® Colleague at The Mutual Fund StoreUnited States View → RB Robert Barbuto Robert Barbuto Colleague at The Mutual Fund StoreThornwood, New York, United States View → EB Emil Ben-David, Cfp® Emil Ben-David, Cfp® Colleague at The Mutual Fund StoreUniondale, New York, United States View → MC Matthew Collington Matthew Collington Colleague at The Mutual Fund StoreGreater Tampa Bay Area, United States View → AF Alex Feria, Cfp®,Crpc™ Alex Feria, Cfp®,Crpc™ Colleague at The Mutual Fund StoreAvondale, Arizona, United States View → AH Amy Howe Ost Amy Howe Ost Colleague at The Mutual Fund StoreGreater Chicago Area, United States View → KB Kevin Brown, Cfp®, Ricp® Kevin Brown, Cfp®, Ricp® Colleague at The Mutual Fund StoreOklahoma City, Oklahoma, United States View →
2 education records

Lesa Hoffman education

Education record

Carrollton High School
FAQ

Frequently asked questions about Lesa Hoffman

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

What company does Lesa Hoffman work for?

Lesa Hoffman works for The Mutual Fund Store.

What is Lesa Hoffman's role at The Mutual Fund Store?

Lesa Hoffman is listed as Director - Client Account Services at The Mutual Fund Store.

What is Lesa Hoffman's email address?

AeroLeads has found 1 work email signal at @edelmanfinancialengines.com for Lesa Hoffman at The Mutual Fund Store.

What is Lesa Hoffman's phone number?

AeroLeads has found 2 phone signal(s) with area code 913 for Lesa Hoffman at The Mutual Fund Store.

Where is Lesa Hoffman based?

Lesa Hoffman is based in Leawood, Kansas, United States while working with The Mutual Fund Store.

What companies has Lesa Hoffman worked for?

Lesa Hoffman has worked for The Mutual Fund Store, Edelman Financial Engines, Financial Engines, Leawood Baptist Church, and American Century Investments.

Who are Lesa Hoffman's colleagues at The Mutual Fund Store?

Lesa Hoffman's colleagues at The Mutual Fund Store include Jason Cowans, Cfp®, Chfc®, Elizabeth Watson, Ed Hungler, Cfp ®, Alaine Macdougall, Cfp®, and Robert Barbuto.

How can I contact Lesa Hoffman?

You can use AeroLeads to view verified contact signals for Lesa Hoffman at The Mutual Fund Store, including work email, phone, and LinkedIn data when available.

What schools did Lesa Hoffman attend?

Lesa Hoffman studied at University Of Central Missouri.

What skills is Lesa Hoffman known for?

Lesa Hoffman is listed with skills including Securities, Investments, Mutual Funds, Leadership, Management, Retirement, 401K, and Marketing.

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