Leigh Cunningham
Chesterfield
Summary
Financial professional with extensive experience in client and vendor relationships. In addition to a general knowledge of finance, investments and financial and estate planning, this role required the utilization of superior oral and written communications skills and excellent problem solving abilities.Other skills include the ability to multi-task and careful focus on details.
Overview
16
16
years of professional experience
Work History
Independent Distributor
Premier Designs Inc.
Richmond
04.2004 - 08.2012
Financial Assistant
The Wills Financial Group
Richmond
06.1996 - 09.2003
Primary
contact with clients for account administration including account setup, asset
transfer, distributions, gifting and cash movement. Involved in portfolio meetings with primary portfolio
manager or on a one-to-one basis with selected clients. Responsible
for accuracy of the portfolio performance system particularly regarding adjustments necessitated by
corporate actions. Responsible for generating quarterly performance data and
reports. Primary contact with system vendor to resolve problems or develop
better reporting for clients.
Executive Assistant
Scott & Stringfellow
Richmond
4 1994 - 5 1996
Assistant to Chief Financial Officer. Handled investor inquiries and requests. Distributed quarterly
bonus letters to top performing brokers. Interacted with all areas of the firm
including marketing, trading, operations and other corporate executives.
Assistant to Director of Capital Markets.
Prepared spreadsheets and memos and coordinated weekly meetings with
other executives, prepared presentations for board meetings and company annual
meetings.
Accounts Payable Clerk
BB&T Scott & St
Richmond
4 1993 - 5 1994
Education
Bachelor of Science - Business Administration
James Madison University
1992
Timeline
Independent Distributor
Premier Designs Inc.
04.2004 - 08.2012
Financial Assistant
The Wills Financial Group
06.1996 - 09.2003
Bachelor of Science - Business Administration
James Madison University
Accounts Payable Clerk
BB&T Scott & St
4 1993 - 5 1994
Executive Assistant
Scott & Stringfellow
4 1994 - 5 1996