Leslie Carlson

FPQP™, CAP

Vice President of Client Operations

CREDENTIALS

  • Certified Administrative Professional
  • FPQP™ Financial Paraplanner Qualified 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.

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

Interested in a

Complimentary Consultation?

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