Leslie Carlson

FPQP™, CAP

Vice President of Client Operations

CREDENTIALS

  • Certified Administrative Professional
  • FPQP™ Financial Paraplanner Qualified Professional

FirstWave Financial®

  • Executive Oversight and Management of the Client Service Associates Team and Client Operations Team.
  • Ensures clients receive exceptional service through the 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

  • International Association of Administrative Professionals – Member, Past President 
  • Grace Church Melbourne – IMPACT Outreach Committee 
  • Make A Wish Foundation – Past Wish Granter

Interested in a

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