Lesley D. Email & Phone Number

Scottsdale, Arizona, United States

Cornerstone helps financial institutions reach the next level of performance through smarter technology decisions, reengineered critical processes, and meaningful business strategies. As a Customer Delivery team manager, I oversee the daily operations to ensure efficiency, quality, and service. I identify gaps and enhance processes, best practices, and systems to ensure quality and productivity. I also manage relationships with consultants, partners, vendors, and clients to ensure high levels of service. Collaborate with Finance, Human Resources, Marketing, and Training Development on company-wide initiatives.

Scottsdale, Arizona, United States

Key Wealth Management is a fast-growing wealth management firm founded with a vision of Women Empowering Women. As Director of Operations, I executed activities that support daily operations management, revenue growth, and efficiencies in the practice through the design and execution of effective systems and structure. From behind-the-scene details to enhancing processes, systems, and communication, my expertise allows the firm’s advisors to focus on best serving their clients.

Scottsdale, Arizona

Henry Horne Wealth Management is a full-service RIA firm in Scottsdale, AZ. As the Operations Manager, my primary responsibility was ensuring organizational effectiveness by providing direction, leadership, and hands-on support for the organization's operations. I managed the oversight of day-to-day operations, including management and training of all operations personnel. I ensured compliance with policies and procedures for all records, accounts, and documentation. Proactively reviewed, analyzed, and implemented operational efficiencies. Verified money movement reconciliation reports. Managed asset transfers and documented receipt of assets. I collaborated with broker-dealer, HR, marketing, compliance, and technology vendors. Took the lead on complex operations inquiries. I gained extensive knowledge in developing and implementing workflows, processes, and procedures for the operations team and integrating technology within the firm.

Phoenix, Arizona Area

Strategy Financial Group is a full-service RIA firm in Scottsdale, AZ. As a Licensed Agent, I assisted the advisor team with case design and financial modeling. I facilitated client insurance policy reviews as well and provided support for all active marketing campaigns. I assisted with the firm's day-to-day operations, primarily with account management, relationship management, and client service. Enhanced and implemented operational processes and procedures regarding account management and client service. Met with clients to review and notarize legal documents. Attended industry events and conferences. I collaborated with marketing and HR on company-wide initiatives.

Scottsdale, Arizona

As a senior relationship manager, my primary responsibility was to successfully process a high volume of new accounts seamlessly and efficiently in a fast-paced work environment while satisfying and resolving open issues. Ensuring quality and high levels of service. I was also responsible for building and presenting sales reports in our weekly team meetings. I gained extensive knowledge in estate planning, insurance, and client service.

Master, Business Administration

Bachelor'S Degree, Business Administration And Management, General

High School

Activities and Societies: basketball