Angelo Leslie
Summary
20 years as an experienced and accomplished trusted advisor with a proven track record of delivering comprehensive wealth management solutions, enhancing client portfolios and fostering growth through strategic thinking, collaborative teamwork and exceptional client relationships.
Overview
14
14
years of professional experience
Work History
DIRECTOR, WEALTH MANAGEMENT
Gries Financial Partners
11.2021 - Current
- Identify and deliver wealth management solutions by leading a team that provides comprehensive financial planning and investment management strategies.
- Consulting, collaborating and executing solutions to preserve and grow client portfolios and help achieve financial objectives.
- Review client's current financial course, evaluate alternative scenarios, and implement appropriate recommendations while executing the most optimal strategies for clients.
- Perform as the lead financial facilitator for client relationships which involve coordination of collaborative efforts with external trusted advisors along with a team of internal members to achieve clients financial objectives.
- Provide continuous communications tailored to meet client needs and specific objectives.
- Establish a network of relationships with external centers of influence and trusted advisors.
- Leverage professional networks and industry knowledge to enhance client relationships.
WEALTH ADVISOR
Planning Alternatives, LTD
08.2018 - 10.2021
- Managed high-net-worth portfolios for optimal investment performance.
- Educated clients on various financial planning, investment management and wealth strategies.
- Collaborated with cross-functional teams to deliver financial planning services that addressed all aspects of client's financial life.
VICE PRESIDENT, BUSINESS BANKING- Relationship Mgr
PNC Bank
05.2017 - 08.2018
- Directed business development objectives for business banking in Detroit region to grow sales revenue and market share by providing enhanced lending relationships with existing and prospective clients.
- Focused on client opportunities by providing ideas and insight based on understanding client needs and financial well-being. Focused on increasing client engagement and loyalty.
- Collaborated with senior management to develop strategic initiatives and long term goals to meet business objectives for PNC Bank.
VICE PRESIDENT, WEALTH MANAGEMENT - Wealth Advisor
Comerica Bank
02.2014 - 04.2017
- Responsible for new business development for wealth management line of business in Detroit, along with a concentrated focus on wealth clients and prospects in Detroit region.
- Identified and delivered suite of financial services to include: wealth planning, investment strategy, estate planning, personal banking, private lending alternatives and insurance options that established, maintained and grew clients personal wealth status.
- Lead financial facilitator for client relationships which involve coordination of collaborative efforts with internal team members to develop effective wealth strategies for clients.
- Established relationships with external centers of influence and trusted advisors.
VICE PRES, WEALTH MANAGEMENT - Relationship Mgr
PNC Bank
03.2011 - 01.2014
- Implemented high level investment management strategies, financial planning, estate planning, and banking and lending solutions.
- Responsible for working with Wealth Management team members to expand existing client relationships and serve as primary contact for high net worth clients.
- Financial facilitator for client relationships involving frequent interaction with clients and coordination of strategies with team members.
- Exhibited high level of business acumen, relationship building and execution of wealth strategies.
- Improved client satisfaction and strengthened client commitment to ensure client retention and revenue growth for PNC Wealth Management.
Education
Bachelor of Arts - Accounting
HILLSDALE COLLEGE
Hillsdale, MISkills
- Strategic and Critical Thinking
- Organization and Time Management
- Financial Planning and Investment Management
- Business Acumen & Leadership
- Teamwork and Collaboration
- Effective Communication
- Exceptional Client Relations
- Business Development & Negotiations
Accomplishments
- Recognized as one of Crain's Detroit Business Notable Money Managers
- Recipient of "The Men of Excellence" Award, State of Michigan
- "President's Club" Recipient
Timeline
DIRECTOR, WEALTH MANAGEMENT
Gries Financial Partners
11.2021 - Current
WEALTH ADVISOR
Planning Alternatives, LTD
08.2018 - 10.2021
VICE PRESIDENT, BUSINESS BANKING- Relationship Mgr
PNC Bank
05.2017 - 08.2018
VICE PRESIDENT, WEALTH MANAGEMENT - Wealth Advisor
Comerica Bank
02.2014 - 04.2017
VICE PRES, WEALTH MANAGEMENT - Relationship Mgr
PNC Bank
03.2011 - 01.2014
Bachelor of Arts - Accounting
HILLSDALE COLLEGE
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