Leslie brings more than 30 years of experience in the areas of wealth management and financial services to her role as Senior Relationship Manager.
Currently, Leslie is responsible for the efficient administration of trust and investment management accounts for our high net worth clients. As Senior Relationship Manager, she provides expert advice and counsel to our clients and administers accounts in a manner that ensures compliance with legal requirements and business policies and procedures. Leslie is a member of the Fiduciary Services Committee where trust policies, procedures and processes are evaluated for our Wealth Management business.
Prior to joining First American Trust in 1996, Leslie worked in the industry for Bank of America and San Diego Trust & Savings Bank in the San Diego region.
Leslie is a graduate of the Cannon Financial Institute, and as a Certified Trust and Financial Advisor her expertise covers administration of revocable living trusts, trust estate settlements, probates, conservatorships, special needs trusts, individual retirement accounts and investment management accounts.
Leslie is a volunteer and past board member of the Alzheimer's Association San Diego Chapter.