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Leanne's email & phone

Position:Client Service Advisor at Schechter
Experience:17 years
Location:Charlotte, North Carolina, United States

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Work Experience

Client Service Advisor at Schechter

Mar 2025 - Current

Wealth Management Associate at Destination Wealth Advisors

Mar 2024 - Dec 2024

Client Associate at Fortress Wealth Planning

May 2022 - Dec 2023

Paraplanner at Canopy 360 Wealth

May 2021 - Mar 2022

Customer Service Specialist at Canopy 360 Wealth

Mar 2020 - Apr 2021

Practice Management Specialist at Planned Financial Services, LLC

Oct 2018 - Oct 2019

Account Relationship Manager at Planned Financial Services, LLC

Mar 2016 - Sep 2018

Executive Assistant to Assistant Director at Polk County School Board

Aug 2009 - Feb 2015

Leanne started working in 2009, then the employee has changed 5 companies and 7 jobs. On average, Leanne works for one company for 1 year 9 months.

Education

Bachelor of Applied Science - BASc at Central Michigan University

Associate of Arts - AA at Polk State College

Frequently Asked Questions

What is Leanne's minimum period of employment in the companies?

Leanne's minimum period of employment in various companies is 9 months.

What is Leanne's average duration of employment for different companies?

On average, Leanne works for one company for 1 year 11 months

What industries has Leanne worked in?

Leanne works in the Financial Services. Previously, Leanne worked in the Education Management.

What positions has Leanne held before?

Previously, Leanne worked as a Wealth Management Associate, and Client Associate, and Paraplanner, and Customer Service Specialist, and Practice Management Specialist.

How do I contact Leanne?

Leanne's email address is l****e@schechterwealth.com, phone number is +1-***-***-8986. Sign up to get contact details.

Who are Leanne's peers at other companies?

Leanne's peers at other companies are Brian Miller and Ikechukwu Onuoha and Carltonette

Leanne Namesakes

Name
Company
Position
L
Sales Service Representative
L
Buddhist Library and Meditation Centre
Cataloguer (volunteer)
L
VABIR, Invest EAP, Vermont Humanities
Non-Profit Management, Education, and Mental Health Services

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Other employees at Schechter

Name
Company
Position
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A
Investment Technology Manager
L
Senior Client Care Professional

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