LESLIE COULSON
Claremont,CA
Summary
Highly skilled professional with solid background in managing client relationships, senior planning, financial services, resolving complex issues and promoting product growth. Strengths include robust interpersonal skills, strategic planning abilities, and an aptitude for fostering positive rapport among staff and clients. In prior roles, significantly improved customer satisfaction ratings through exceptional service delivery while consistently achieving business objectives.
Overview
29
29
years of professional experience
5
5
Certification
Work History
Founder
ElderCalifornia
Claremont, CA
07.2024 - Current
- Provided organizational leadership and collaborated with executive partners to establish long-term goals, strategies and company policies.
- Led marketing efforts, including brand development, digital marketing strategies, and public relations campaigns.
- Identified potential partnerships to expand the reach of the business.
- Developed and implemented strategic business plans to guide the startup from conception to operational success.
- Oversaw all aspects of operations including product development, marketing, sales, customer service and finance.
Chief Operating Officer & Elder Care Advisor
1on1 Eldercare
Upland, CA
06.2018 - 06.2024
- Design and implement all business operations..
- Oversee all administrative, marketing, and operational functions of the business.
- Aligned short- and long-term goals through strategic plan development.
- Cultivated connections with legal experts, financial planners, real estate agents and care providers to enhance business growth.
- Enhanced financial planning approaches by aligning estate strategies with LTC considerations.
- Formulated strategic plans for sustained business expansion.
- Delivered speeches and attended industry conferences to promote company image and engage with buyers.
Director of Marketing & Business Development
1on1 Financial
Upland, CA
06.2018 - 06.2024
- Coordinated marketing events for showcasing product and service offerings.
- Cultivated business partnerships to build lasting relationships with internal and external parties.
- Interviewed and hired talented individuals to add value to marketing and advisor team.
- Planned events such as trade shows, conferences, workshops or seminars in order to promote brand visibility among target audiences.
- Analyzed sales data to track performance against goals; identified trends and areas for improvement in order to meet objectives.
- Managed the design and production of marketing materials such as brochures, flyers, catalogs and other collateral pieces.
Financial Relationship Manager
1on1 financial
Upland, CA
06.2008 - 06.2018
- Designed and implemented workflows to address client needs, facilitating seamless communication among staff.
- Managed portfolio of client accounts, ensuring high levels of satisfaction and loyalty.
- Maintained accurate records of all client interactions within the company's CRM system.
- Facilitated financial planning seminars and workshops for clients.
- Created and updated financial reports on frequent basis to present information to leadership teams.
- Resolved escalated customer issues efficiently and effectively within established timelines.
- Monitored client satisfaction through surveys and feedback forms, implementing improvements based on results.
- Managed relationships with tax authorities, bankers and auditors.
- Analysed client financial statements to offer tailored advice and products.
- Managed daily operations including scheduling appointments, coordinating meetings and preparing agendas.
Financial Advisor
Fragasso Financial Advisors
Pittsburgh, PA
01.1997 - 01.2008
- Strengthened client relationships by conducting routine portfolio reviews to measure plan success.
- Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
- Taught financial planning courses at numerous universities and corporations.
- Offered diversified set of solutions and full scope of investment products and services to meet clients' best interests.
- Identified new business opportunities through networking events or referrals from existing clients.
- Handled coordination of services related to disability and long-term health care insurance.
Office Manager
Salomon Smith Barney
Pittsburgh, PA
03.1996 - 03.1997
- Drafted formal letters for communication.
- Developed and implemented office policies and procedures.
- Coordinated office activities and operations to secure efficiency and compliance with company policies.
- Coordinated meetings, conferences, travel arrangements and department activities.
- Recruited and trained new employees to meet job requirements.
- Held regular one-on-one meetings with employees to review performance and priorities and provide feedback.
Education
BA - Communications
Ohio University
Athens, OH05-1992
Skills
- Microsoft Office/Pages/Excel/Numbers
- MAC Proficiency
- Trained with The Kelley Group Coaching Program
- Ninety EOS Optimization
- FMG Suite/Marketing Pro/Survey Monkey
- Skilled in Utilizing Customer Relationship Management Tools-Wealthbox, Retail, SmartOffice
- Presentation design
- Event coordination
- Employee training
- Management team leadership
- Problem-solving abilities
- Written communication
Certification
- Series 7
- Series 65
- Series 63
- CA Insurance License for Life, Accident & Health
- CA Notary Public
References
References available upon request.
Timeline
Founder
ElderCalifornia
07.2024 - Current
Chief Operating Officer & Elder Care Advisor
1on1 Eldercare
06.2018 - 06.2024
Director of Marketing & Business Development
1on1 Financial
06.2018 - 06.2024
Financial Relationship Manager
1on1 financial
06.2008 - 06.2018
Financial Advisor
Fragasso Financial Advisors
01.1997 - 01.2008
Office Manager
Salomon Smith Barney
03.1996 - 03.1997
BA - Communications
Ohio University