Lesley Sun Email & Phone Number
Human Resources Coordinator @ Nifty Advisor Support
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Lesley Sun Location
- New Jersey, United States
Lesley Sun Work
- Human Resources Coordinator @ (April 2025 - Present)
- Operations Manager @ (December 2023 - April 2025)
- Industry Operations Analyst @ (April 2021 - December 2023)
- Paraplanner and Client Service Associate @ (February 2020 - March 2021)
- Business Operations Manager @ Evergreen Wealth Advisory Group, LLC (June 2013 - October 2019)
- Office Manager @ APP Artist Software Inc. (October 2012 - April 2013)
- Team Member - Cashier and Guest Services and Food Services @ (October 2011 - December 2012)
- Administrative Assistant @ CONTEX Engineering International, Inc. (May 2011 - November 2011)
Lesley Sun Education
- Rutgers University
Bachelor of Science (Animal Science - Equine Science)
2007-2011 - The Thacher School 2003-2007
Lesley Sun Skills
- Administrative Assistance
- Advyzon
- Client Relations
- Customer Relationship Management (CRM)
- Customer Service
- Data Analysis
- Data Entry
- Financial Services
- Illustrator
- Kompozer
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Morningstar Office
- Non-profits
- Nonprofits
- Office Administration
- Operations Management
- Paraplanning
- PowerPoint
- Proficient Typing Skills
- Redtail CRM
- Research
- Skype
- Social Media
- Team Leadership
- Wealthbox CRM
- WebEx
- eMoney
Lesley Sun Summary
- Lesley Sun, based in New Jersey, United States, is currently a Human Resources Coordinator at Nifty Advisor Support. Lesley Sun brings experience from previous roles at Nifty Advisor Support and Evergreen Wealth Advisory Group, LLC. Lesley Sun holds a 2007 - 2011 Bachelor of Science in Animal Science - Equine Science @ Rutgers University. With a robust skill set that includes Administrative Assistance, Advyzon, Client Relations, Customer Relationship Management (CRM), Customer Service and more. Lesley Sun has 1 emails and 1 mobile phone numbers on RocketReach.
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