Leigh Cunningham

• Facilitated client onboarding processes to enhance service delivery and compliance adherence.
• Coordinated communication between clients and financial advisors to streamline account management.
• Managed client inquiries, providing accurate information and resolving issues efficiently.
• Developed tailored financial solutions in collaboration with advisors to meet client needs.

• Managed client onboarding processes, ensuring compliance with regulatory requirements and firm policies.
• Developed and maintained strong client relationships through proactive communication and personalized service.
• Streamlined account management procedures, improving efficiency in workflow and service delivery.
• Assisted financial advisors in creating tailored investment strategies based on individual client goals.

Primary contact with clients for account administration including account set up, asset transfers, distributions, gifting and cash movement. Responsible for accuracy of the portfolio performance system particularly regarding adjustments necessitated by corporate actions. Primary contact with broker dealer/custodian to resolve problems or develop better reporting for clients.