Leslie Ventura, CRPS®

FirsWave Financial Leslie VenturaSenior Portfolio Administrator

CREDENTIALS

    • Chartered Retirement Plans Specialist℠

CAREER HIGHLIGHTS

FirstWave Financial™

  • Works closely with the WealthCoaches to deliver seamless administration of client portfolios
  • Ensures that each client request is handled with the attention their unique situation deserves

Charles Schwab & Company, Orlando, FL

  • As Senior Relationship Specialist, primary contact for over 30 advisory firms, dedicated to resolving complex requests regarding client accounts
  • Collaborate with Investment Advisors to enhance back-office efficiency, allowing them to focus on the growth of their business and the financial success of their clients

EDUCATION

  • Brevard Community College, Cocoa, FL: Associate’s Degree