Lesa Hoffman Email & Phone Number

Director - Client Account Services @ The Mutual Fund Store

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Lesa Hoffman Location

Leawood, KS, US

Lesa Hoffman Work

Director - Client Account Services @ The Mutual Fund Store
2023 - now Vice President Custodian Strategy and Relationship Management @ Edelman Financial Engines
2016 - now VP - Client Services @ Financial Engines
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2018 - 2025 Sr. Director Client Service - Central Division @ Edelman Financial Engines
2006 - 2010 Manager, Client Account Services @ The Mutual Fund Store
2004 - 2008 Director of Children's Ministries @ Leawood Baptist Church
1989 - 1998 Manager, Retirement Investment Services @ American Century Investments
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Lesa Hoffman Education

University of Central Missouri
1984 - 1988
Carrollton High School

Lesa Hoffman Skills

Leadership
Marketing
Microsoft Office

Investments
Strategic Financial Planning
Strategic Planning
Event Planning
Securities
Management
Budgets

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Lesa Hoffman Summary

Lesa Hoffman, based in Leawood, KS, US, is currently a Director - Client Account Services at The Mutual Fund Store. Lesa Hoffman brings experience from previous roles at Edelman Financial Engines, Financial Engines and The Mutual Fund Store. Lesa Hoffman holds a 1984 - 1988 University of Central Missouri. With a robust skill set that includes Leadership, Marketing, Microsoft Office, Investments, Strategic Financial Planning and more. Lesa Hoffman has 2 emails and 1 mobile phone numbers on RocketReach.

Lesa Hoffman Emails

Found 2 emails

Lesa Hoffman Phone Numbers

Found 4 phone numbers

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Dover, OH, US
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