Sr. Client Service Specialist
Having worked in the Banking and Financial Services industry for over 30 years, Leann brings with her experience in all facets of investment operations and client services. This includes onboarding and implementation, cash flow management, trade settlements, stock plan services, estate processing and trust administration.
In addition to her operations expertise, Leann’s passion for service excellence has earned her numerous awards and commendations throughout her career.
Leann is a native San Franciscan and enjoys spending time with her family, working in her garden and getting lost in a good book.