Client Service Specialist
Leslie serves as a Client Service Specialist and keeps our client processes in order. She brings a wealth of experience in service and operations, ensuring WrapManagers’ continued commitment to exceptional customer service. Leslie manages client requests and is responsible for various client account activities including the establishment of WrapManager’s new clients and the day-to-day maintenance of accounts. She ensures that all of our clients enjoy the benefits of WrapManager’s First Class Service Standards.
Prior to WrapManager, Leslie worked in the Client Service department at a Bay Area Wealth Management firm. She also worked at Bank of America for nine years; four of those as a Branch Manager.
Leslie graduated from Santa Clara University with a B.S. in Political Science.
My favorite part of the day is interacting with clients and coworkers. Gabe keeps things interesting and entertaining. My retirement dream includes having a home near family (in the Bay Area), plus lots of international travel and maybe even a vacation home in Kauai.
I like to relax to NPR’s Weekend Edition on Saturday morning along with my favorite coffee (tough to do with my toddler running around). I’m a Bay Area native who enjoys cooking, concerts, classic movies, travel and most of all, spending time with my daughter Sairsha and my husband Cearull. Guilty pleasure: BBC period dramas like Downton Abbey.