Leslie A. Sawyer | Senior Client Service Analyst

Role: Client service & Operations

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 gained valuable client service and communication experience in those positions. Leslie utilizes both her business degree and management experience to assist portfolio managers with account administration, relationship management, and a variety of other operational tasks to assist WhaleRock clients. In addition to assisting with Private Client Services, she also provides support to Business Retirement Solutions.

Leslie graduated from Salve Regina University with a bachelor’s degree in Business Administration. She holds a Series 65 license with FINRA and holds the NAPA Certified Plan Fiduciary Advisor credential. Leslie currently resides in Warwick, RI.