Leslie Carlson, CAP

FirsWave Financial Leslie CarlsonClient Service Manager

CREDENTIALS

  • Certified Administrative Professional
  • Registered Paraplanner℠

CAREER HIGHLIGHTS

FirstWave Financial™

  • Manages Client Service Associates Team
  • Ensures that each client receives exceptional service including research, coordination of projects and response to client inquiries
  • Assists in making the insurance placement process as smooth as possible for our clients
ISGN

  • Managed the daily function of administrative and operational staff
  • Oversight for planning, organizing and managing of the various administrative and operational functions

EDUCATION

  • Rock Valley College; Rockford, Illinois
  • Harlem High School; Machesney Park, Illinois

CIVIC

  • Member, International Association of Administrative Professionals