Lesa Hoffman

Lesa Hoffman Email and Phone Number

Director - Client Account Services @ The Mutual Fund Store
Leawood, KS, US
Lesa Hoffman's Location
Leawood, Kansas, United States, United States
Lesa Hoffman's Contact Details

Lesa Hoffman personal email

n/a

Lesa Hoffman phone numbers

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.

Lesa Hoffman's Current Company Details
The Mutual Fund Store

The Mutual Fund Store

View
Director - Client Account Services
Leawood, KS, US
Website:
edelmanfinancialengines.com
Employees:
1029
Lesa Hoffman Work Experience Details
  • The Mutual Fund Store
    Director - Client Account Services
    The Mutual Fund Store
    Leawood, Ks, Us
    View
  • Edelman Financial Engines
    Sr. Director Client Service - Central Division
    Edelman Financial Engines Jan 2018 - Present
    View
  • The Mutual Fund Store
    Director - Client Account Services
    The Mutual Fund Store
  • Financial Engines
    Vp - Client Services
    Financial Engines Feb 2016 - Present
    Overland Park, Ks
  • The Mutual Fund Store
    Manager, Client Account Services
    The Mutual Fund Store Dec 2006 - Dec 2010
  • Leawood Baptist Church
    Director Of Children'S Ministries
    Leawood Baptist Church 2004 - 2008
    Leawood, Ks
    View
  • American Century Investments
    Manager, Retirement Investment Services
    American Century Investments Oct 1989 - Jun 1998
    View

Lesa Hoffman Skills

Securities Investments Mutual Funds Leadership Management Retirement 401k Marketing Strategic Planning Event Planning Financial Services Financial Planning Retirement Planning Microsoft Office Strategic Financial Planning Budgets Microsoft Excel

Lesa Hoffman Education Details

Frequently Asked Questions about Lesa Hoffman

What company does Lesa Hoffman work for?

Lesa Hoffman works for The Mutual Fund Store

What is Lesa Hoffman's role at the current company?

Lesa Hoffman's current role is Director - Client Account Services.

What is Lesa Hoffman's email address?

Lesa Hoffman's email address is lh****@****ore.com

What is Lesa Hoffman's direct phone number?

Lesa Hoffman's direct phone number is +191394*****

What schools did Lesa Hoffman attend?

Lesa Hoffman attended University Of Central Missouri, Carrollton High School.

What skills is Lesa Hoffman known for?

Lesa Hoffman has skills like Securities, Investments, Mutual Funds, Leadership, Management, Retirement, 401k, Marketing, Strategic Planning, Event Planning, Financial Services, Financial Planning.

Who are Lesa Hoffman's colleagues?

Lesa Hoffman's colleagues are Nichole Salas, Jess Ivanoski, Kristine Chaze, Cindy Brillant, Lynn Gill, Kiana Donahue, Crpc™, Na Ge.

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