Leslie A. Sawyer | Client Service Analyst

Focus Area: Client Service analyst

Education: Salve Regina University

Leslie joined WhaleRock Point Partners in 2019 as a Client Service Analyst from the Hospitality industry where she had worked since 2015. Holding various management and client service jobs in the restaurant and hotel space, Leslie has gained valuable client service and communication experience in those positions. A recent graduate of Salve Regina, Ms. Sawyer earned her bachelor’s degree in Business Administration and utilizes both her business degree and management experience in the hospitality industry to assist portfolio managers with account performance, portfolio administration, and a variety of other administrative tasks to assist our clientele. In addition to assisting with Private Client Services, she also provides support to Business Retirement Solutions as well. She works closely with Senior Management and our Portfolio team providing necessary support and assistance in office and client-related matters. She holds a Series 65 license with FINRA. Leslie currently resides in Warwick and we are pleased to have her on our team as she brings an energy and charisma to our rapidly expanding firm.