Senior Client Associate
Years of Experience: 27 years
- Cannon Trust School 1 & 2
- Wealth Investment Management Catalyst Program 2021
Other Notable Information
- Leslie joined Victoria Bank & Trust in 1994 in Victoria, Texas, as a trust associate, which became Norwest Bank in 1996, and then Wells Fargo in 1998 where she most recently worked as a wealth management client associate.
- Leslie’s expertise is in investment and fiduciary service support and relationship management support for high-net-worth families and individuals.
- Serves as a key resource for client inquiries, day-to-day service needs, operation and account management, documentation, customer service and technical assistance.
- Junior League of San Antonio, Texas, 1993-1994
- Junior League of Victoria, Texas, 1994-1998; Board Member 1999-2012
- Victoria Fine Arts Association, 2004-2012; Board Member 2004-2009