Lesa Hoffman
Vice President Custodian Strategy & Relationship Management at Edelman Financial Engines
Based in Leawood, United States
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Seniority
Other
Department
Other
Location
Leawood
Industry
Financial Services
Company size
1.5K
Contact information
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l•••••••@edelmanfinancialengines.com
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Background
About Lesa Hoffman
Experienced Director of Client Services with 20+ years experience in the Financial Services industry. Strong leadership skills, advocate for women leadership in the workplace, proven track record of leading change management efforts during Mergers & Acquisitions and dedicated to improving the client experience. Client Services and Support Operations expert with background in multi-level, multi-site management including back-off operations and account/client data solutions such as Microsoft Dynamics, SalesForce, Portfolio Center, Tamarac Advsior View and MoneyGuidePro. Comprehensive knowledge of transaction processing and reconciliation, systems enhancements and testing, print communications delivery and developing SOX compliance audit solutions. Strengths include both back-office and client facing operations management, custodial relationship management (Schwab, Fidelity and TD Ameritrade) project management, strategic planning, enhancement of process controls, relationship management (including personal and professional development of staff) and streamlining processes to gain operational efficiencies.
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