Managing Director
Vista Wealth Solutions
AeroLeads people directory · profile
Les Eisel, Mba, Cima® Email & Phone Number
Managing Director
at
Vista Wealth Solutions
1 work email found
@fs-trust.com
2 phones found area 484
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Director
Location
Philadelphia, Pennsylvania, United States
Company size
Who is Les Eisel, Mba, Cima®? Overview
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Quick answer
Les Eisel, Mba, Cima® is listed as Managing Director at Vista Wealth Solutions, a company with 277 employees, based in Philadelphia, Pennsylvania, United States. AeroLeads shows a work email signal at fs-trust.com, phone signal with area code 484, and a matched LinkedIn profile for Les Eisel, Mba, Cima®.
Les Eisel, Mba, Cima® previously worked as Managing Director at Massmutual Greater Philadelphia and Market Director at Thrivent. Les Eisel, Mba, Cima® holds Master Of Business Administration (M.B.A.) from Drexel University - Lebow College Of Business.
Company email context
Email format at Vista Wealth Solutions
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*@fs-trust.com
68% confidence
AeroLeads found 1 current-domain work email signal for Les Eisel, Mba, Cima®. Compare company email patterns before reaching out.
Profile bio
About Les Eisel, Mba, Cima®
I lead a team of high-impact financial advisors who help clients achieve their financial goals and live generously. I have over a decade of experience in the financial services industry, with a Master of Business Administration (MBA) and a Certified Investment Management Analyst® (CIMA®) certification.My core competencies include asset allocation, sales strategy, management, leadership, and product analysis. I have a proven history of delivering results, such as increasing revenue, client retention, and advisor satisfaction. I am passionate about developing and empowering my team, fostering a culture of excellence and collaboration, and advancing Thrivent's mission of creating a more content, confident, and generous world.
Listed skills include Leadership, Practice Management, Salesforce.Com, Customer Service, and 39 others.
Current workplace
Les Eisel, Mba, Cima®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Vista Wealth Solutions
Employees
277
AeroLeads page
10 roles
Les Eisel, Mba, Cima® work experience
A career timeline built from the work history available for this profile.
Managing Director
CurrentI am licensed to sell insurance in DE, MD, NJ, NY, and PA and securities in DE, MD, NJ, NY, and PA. I am a registered principal of and offer securities and investment advisory services through MML Investors Services, LLC. Member SIPC (www.sipc.org). Supervisory Office: 2 Bala Plaza, Ste 901, Bala Cynwyd, PA 19004. Tel: 610-766-3000
Nov 2024 - Present
Market Director
Sep 2022 - Nov 2024
Assistant Vice President, National Business Development Officer
Jan 2021 - Aug 2022
Assistant Vice President, Investment Officer
Nov 2018 - Jan 2021
Advisory Consultant
-Support all financial advisors with Lincoln Financial Advisors & Lincoln Financial Securities, contributing to a target first year revenue for managed account platform-Develop team-wide research tools for data mining of advisor billing reports, bolstering efficiency and design of client portfolio management covering 20,000 funds-Provide case and practice.
Mar 2017 - Nov 2018
Internal Sales Consultant
-Member of 21-person team supporting 47 external partners focused on generating first year retirement plan revenue through group annuity and open architecture platforms-Managed workflow in the development of potential client relationships for three partners covering and based in Midwestern, Northeastern, & Southeastern territories -Provided practice.
Sep 2015 - Feb 2017
Financial Advisor Associate
-Facilitated meetings with leads and prospective clients to construct a comprehensive financial plan based on provided information -Preserved client relationships by improving client experience and outcomes through insurance and investment recommendations-Maintained awareness company product knowledge and compared to industry trends to provide clients with.
Nov 2013 - May 2015
Research Analyst Intern
-Managed Salesforce contact audit tickets monthly to maintain data integrity to assist in accurate communications between wholesalers and clients-Constructed adhoc sales reports for wholesalers and management to provide regular updates of regional wholesaler and brand productivity-Implemented exceptions for insurance policies to provide an accurate.
Apr 2012 - Sep 2012
Senior Airmen - Romance Cryptologic Language Analyst
-Attend Defense Language Institute as part of immersive foreign language program, serving as class leader for 20 airmen -Cryptologic language analyst for National Security Agency specializing in collection strategies-Facilitated target development for two, 15-member teams for Agency, leveraging current collection methods and assets to increase the size of.
Mar 2007 - Mar 2011
3 education records
Les Eisel, Mba, Cima® education
Master Of Business Administration (M.B.A.)
Bachelor Of Science In Business Administration, Concentration In Finance
Linguistic Certification, Spanish
FAQ
Frequently asked questions about Les Eisel, Mba, Cima®
Quick answers generated from the profile data available on this page.
What company does Les Eisel, Mba, Cima® work for?
Les Eisel, Mba, Cima® works for Vista Wealth Solutions.
What is Les Eisel, Mba, Cima®'s role at Vista Wealth Solutions?
Les Eisel, Mba, Cima® is listed as Managing Director at Vista Wealth Solutions.
What is Les Eisel, Mba, Cima®'s email address?
AeroLeads has found 1 work email signal at @fs-trust.com for Les Eisel, Mba, Cima® at Vista Wealth Solutions.
What is Les Eisel, Mba, Cima®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 484 for Les Eisel, Mba, Cima® at Vista Wealth Solutions.
Where is Les Eisel, Mba, Cima® based?
Les Eisel, Mba, Cima® is based in Philadelphia, Pennsylvania, United States while working with Vista Wealth Solutions.
What companies has Les Eisel, Mba, Cima® worked for?
Les Eisel, Mba, Cima® has worked for Vista Wealth Solutions, Massmutual Greater Philadelphia, Thrivent, First State Trust Company, and Lincoln Financial Group.
How can I contact Les Eisel, Mba, Cima®?
You can use AeroLeads to view verified contact signals for Les Eisel, Mba, Cima® at Vista Wealth Solutions, including work email, phone, and LinkedIn data when available.
What schools did Les Eisel, Mba, Cima® attend?
Les Eisel, Mba, Cima® holds Master Of Business Administration (M.B.A.) from Drexel University - Lebow College Of Business.
What skills is Les Eisel, Mba, Cima® known for?
Les Eisel, Mba, Cima® is listed with skills including Leadership, Practice Management, Salesforce.Com, Customer Service, Data Analysis, Process Improvement, Research, and Microsoft Word.
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