Randon Lester's Location
New York, NY, US
Randon Lester's Work
- Director of Financial Planning @ Heritage Planning Partners
- Director, SME Teams @ Orion Advisor Solutions
- Manager, Financial Planning SME Team @ Orion Advisor Solutions
- Customer Success and Support Manager (Acquired by Orion Advisor Solutions) @ Advizr
- Private Client Services Tax @ RSM US LLP
- Financial Services Tax @ BDO USA, LLP
- Financial Advisor and Portfolio Manager @ Stacey Braun Associates, Inc
- Analyst @ Merrill Lynch
Randon Lester's Education
- City University of New York-Baruch College - Zicklin School of Business
Master of Science (MS) (Accounting)
- City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration (BBA) (Finance)
- UCLA
(Personal Financial Planning)
Randon Lester's Skills
- Wealth Management
- Auditing
- Tax
- Estate Planning
- Notary Public
- Portfolio Optimization
- Gifting Strategies
- College Education Planning
- Investments
- Registered Investment Advisor
Randon Lester's Summary
Randon Lester, based in New York, NY, US, is currently a Director of Financial Planning at Park Avenue Capital, bringing experience from previous roles at Orion Advisor Solutions, Advizr and RSM US LLP. Randon Lester holds a Master of Science (MS) in Accounting @ City University of New York-Baruch College - Zicklin School of Business. With a robust skill set that includes Wealth Management, Auditing, Tax, Estate Planning, Notary Public and more, Randon Lester contributes valuable insights to the industry. Randon Lester has 2 emails and 1 mobile phone number on RocketReach.
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