Michael Lesniewicz
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Michael Lesniewicz Email & Phone Number

Operations Risk Liaison with Cambridge Investment Research. at Cambridge Investment Research, Inc.
Location: El Mirage, Arizona, United States 5 work roles 1 school
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Current company
Cambridge Investment Research, Inc.
Role
Operations Risk Liaison with Cambridge Investment Research.
Location
El Mirage, Arizona, United States
Company size
980 employees

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Michael Lesniewicz is listed as Operations Risk Liaison with Cambridge Investment Research. at Cambridge Investment Research, Inc., a with 980 employees, based in El Mirage, Arizona, United States. AeroLeads shows a matched LinkedIn profile for Michael Lesniewicz.

Michael Lesniewicz previously worked as Operations Risk Liaison at Cambridge Investment Research, Inc. and Partner Support Analyst at Cambridge Investment Research, Inc.. Michael Lesniewicz holds Bachelor Of Science - Bs, International/Global Studies from Arizona State University.

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Cambridge Investment Research, Inc.

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About Michael Lesniewicz

Michael Lesniewicz is a Operations Risk Liaison with Cambridge Investment Research. at Cambridge Investment Research, Inc..

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Cambridge Investment Research, Inc.
Cambridge Investment Research, Inc.
Operations Risk Liaison with Cambridge Investment Research.
fairfield, iowa, united states
Website
joincambridge.com
Employees
980
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5 roles

Michael Lesniewicz work experience

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Specialist, Brokerage Representative

Charles Schwab

Phoenix, Arizona, United States

Responsible for assisting clients with various aspect of their employer sponsored 401K plan across chat, email and phone.Provide consultative guidance on a variety of topics ranging from investments to withdrawals.Assist clients with exchanges, withdrawals and loans from their retirement plan.Walk client through managing their accounts via the internet.Discussed guidelines for processing various types of 401K loans and withdrawals

Oct 2011 - May 2020

Client Relationship Representative

Vanguard

Scottsdale, Arizona, United States

Responsible for servicing all aspect of assigned client accounts through a combination of face to face interactions, inbound and outbound calls.Resolve complex issue regarding processing errors of purchases, redemptions and exchanges.Assist client with transferring of asset from other custodians as well as change of registration for estate planning and inheritance.Analyze and discuss various techniques to building a well diversified portfolio.Assist with coaching of new department personnel via live call monitor and providing constructive feedback.

Feb 2004 - Feb 2011

Client Relationship Representative

Vanguard

Scottsdale, Arizona, United States

Feb 2004 - Feb 2011
Team & coworkers

Colleagues at Cambridge Investment Research, Inc.

Other employees you can reach at joincambridge.com. View company contacts for 980 employees →

AA Adam Audet Adam Audet Colleague at Cambridge Investment Research, Inc.Greater Boston, United States View → MA Mary Arnold Mary Arnold Colleague at Cambridge Investment Research, Inc.Fairfield, Iowa, United States View → TF Todd Farrell Todd Farrell Colleague at Cambridge Investment Research, Inc.Iowa City, Iowa, United States View → AS Anne Spinks, Clu, Chfc, Ricp Anne Spinks, Clu, Chfc, Ricp Colleague at Cambridge Investment Research, Inc.Conroe, Texas, United States View → SW Steve Walton Steve Walton Colleague at Cambridge Investment Research, Inc.Fairfield, Iowa, United States View → OM O'Neal Mccall O'Neal Mccall Colleague at Cambridge Investment Research, Inc.Fletcher, North Carolina, United States View → BS Byron Strong Byron Strong Colleague at Cambridge Investment Research, Inc.St Louis, Missouri, United States View → JV Joshua Van Wyk Joshua Van Wyk Colleague at Cambridge Investment Research, Inc.Ottumwa, Iowa, United States View → TD Trystan Downey Trystan Downey Colleague at Cambridge Investment Research, Inc.Nashville, Tennessee, United States View → EM Edward Moran, Cfp Edward Moran, Cfp Colleague at Cambridge Investment Research, Inc.Phoenix, Arizona, United States View →
1 education record

Michael Lesniewicz education

FAQ

Frequently asked questions about Michael Lesniewicz

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What company does Michael Lesniewicz work for?

Michael Lesniewicz works for Cambridge Investment Research, Inc..

What is Michael Lesniewicz's role at Cambridge Investment Research, Inc.?

Michael Lesniewicz is listed as Operations Risk Liaison with Cambridge Investment Research. at Cambridge Investment Research, Inc..

Where is Michael Lesniewicz based?

Michael Lesniewicz is based in El Mirage, Arizona, United States while working with Cambridge Investment Research, Inc..

What companies has Michael Lesniewicz worked for?

Michael Lesniewicz has worked for Cambridge Investment Research, Inc., Charles Schwab, and Vanguard.

Who are Michael Lesniewicz's colleagues at Cambridge Investment Research, Inc.?

Michael Lesniewicz's colleagues at Cambridge Investment Research, Inc. include Adam Audet, Mary Arnold, Todd Farrell, Anne Spinks, Clu, Chfc, Ricp, and Steve Walton.

How can I contact Michael Lesniewicz?

You can use AeroLeads to view verified contact signals for Michael Lesniewicz at Cambridge Investment Research, Inc., including work email, phone, and LinkedIn data when available.

What schools did Michael Lesniewicz attend?

Michael Lesniewicz holds Bachelor Of Science - Bs, International/Global Studies from Arizona State University.

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