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Lesley D. is listed as Results Driven Financial Services Operations Manager | Process Improvement | Strategy and Performance at Cornerstone Advisors, a company with 91 employees, based in Phoenix, Arizona, United States. AeroLeads shows a matched LinkedIn profile for Lesley D..
Lesley D. previously worked as Operations Manager | Customer Delivery at Cornerstone Advisors and Director of Operations at Key Wealth Management. Lesley D. holds Master, Business Administration from Grand Canyon University.
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Lesley D. is a Results Driven Financial Services Operations Manager | Process Improvement | Strategy and Performance at Cornerstone Advisors.
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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.
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.
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.
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.
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.
Other employees you can reach at crnrstone.com. View company contacts for 91 employees →
Jonna Labreyere
Colleague at Cornerstone Advisors
Farmington, Missouri, United States, United States
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CP
Cate Pitts
Colleague at Cornerstone Advisors
Durham, North Carolina, United States, United States
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Tristan Green
Colleague at Cornerstone Advisors
Phoenix, Arizona, United States, United States
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KF
Krystle Frye
Colleague at Cornerstone Advisors
Melbourne, Florida, United States, United States
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KW
Kera Weishaar, Capm
Colleague at Cornerstone Advisors
Oshkosh, Wisconsin, United States, United States
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MM
Marie Mack
Colleague at Cornerstone Advisors
Oxnard, California, United States, United States
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AB
Adam Boyle, Mba, Maed
Colleague at Cornerstone Advisors
Greater Phoenix Area, United States
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JP
Joel Pruis
Colleague at Cornerstone Advisors
Columbia, Missouri, United States, United States
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EW
Eric Weikart
Colleague at Cornerstone Advisors
Holly Springs, North Carolina, United States, United States
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RP
Russell Palmer
Colleague at Cornerstone Advisors
Spokane, Washington, United States, United States
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Activities and Societies: basketball
Quick answers generated from the profile data available on this page.
Lesley D. works for Cornerstone Advisors.
Lesley D. is listed as Results Driven Financial Services Operations Manager | Process Improvement | Strategy and Performance at Cornerstone Advisors.
Lesley D. is based in Phoenix, Arizona, United States while working with Cornerstone Advisors.
Lesley D. has worked for Cornerstone Advisors, Key Wealth Management, Henry+Horne Wealth Management, Strategy Financial Group, and National Future Benefits.
Lesley D.'s colleagues at Cornerstone Advisors include Jonna Labreyere, Cate Pitts, Tristan Green, Krystle Frye, and Kera Weishaar, Capm.
You can use AeroLeads to view verified contact signals for Lesley D. at Cornerstone Advisors, including work email, phone, and LinkedIn data when available.
Lesley D. holds Master, Business Administration from Grand Canyon University.
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