Leslie Carlson, CAP
Client Service Manager
CREDENTIALS
- Certified Administrative Professional
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
- 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
