Leanne Porter Email
Operations Manager @ DiversiFi Capital LLC
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Leanne Porter Location
- Charlotte, NC, US
Leanne Porter Work
- 2025 -now Operations Manager @
- 2025 -2025 Client Services Advisor @
- 2024 -2024 Wealth Management Associate @
- 2022 -2023 Client Associate @
- 2021 -2022 Paraplanner @
- 2020 -2021 Customer Service Specialist @
Leanne Porter Education
- Florida School of Banking
Trust & Wealth Management School
2023-2023 - Central Michigan University
Bachelor of Applied Science - BASc
2016-2018 - Polk State College
Associate of Arts - AA
2008-2012
Leanne Porter Skills
- Academic English
- Cataloging
- Communication
- Koha
- Library Services
- Microsoft Word
- Policy Analysis
- Project Management
- Report Writing
- Research
- Team Leadership
- Writing
- MARC21
- Presentations
Leanne Porter Summary
- Leanne Porter, based in Charlotte, NC, US, is currently a Operations Manager at DiversiFi Capital LLC. Leanne Porter brings experience from previous roles at Arax Investment Partners, Destination Wealth Advisors, Fortress Wealth Planning and Canopy 360. Leanne Porter holds a 2023 - 2023 Trust & Wealth Management School @ Florida School of Banking. With a robust skill set that includes Academic English, Cataloging, Communication, Koha, Library Services and more. Leanne Porter has 1 emails on RocketReach.
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