Private Wealth Advisor @ (October 2023 - May 2026)
Senior Wealth Advisor @ (September 2022 - September 2023)
Senior Wealth Management Consultant @ (January 2013 - August 2022)
Vice President, Trust Officer @ (November 2008 - December 2012)
Administrator @ (July 2001 - October 2008)
Tom Lesko Education
Capital University Law School
Juris Doctorate (Estate Planning & Probate)
Youngstown State University
B.A.S. (Political Science)
Tom Lesko Skills
Analytical Skills
Asset Allocation
Asset Management
Asset Protection
Banking
Business Development
Business Relationship Management
Charitable Gift Planning
Client-focused
Collaborative Problem Solving
Customer Experience
Customer Relationship Management (CRM)
Customer Service
Decision-Making
Estate Administration
Estate Planning
Estate Tax Planning
Family Wealth Management
Financial Advisory
Financial Planning
Financial Services
Gift Tax
Interpersonal Communication
Investment Management
Investment Strategies
Investments
Life Insurance
Portfolio Management
Private Banking
Private Wealth Management
Process Improvement
Public Speaking
Relationship Management
Retirement Planning
Risk Management
Strategic Planning
Team Mentoring
Teamwork
Trusted Business Partner
Trusts
Tom Lesko Summary
Tom Lesko, based in Columbus, OH, US, is currently a Senior Relationship Strategist at PNC. Tom Lesko brings experience from previous roles at U.S. Bank, First Commonwealth Bank, Manning & Napier and Fifth Third Private Bank. Tom Lesko holds a Juris Doctorate in Estate Planning & Probate @ Capital University Law School. With a robust skill set that includes Analytical Skills, Asset Allocation, Asset Management, Asset Protection, Banking and more. Tom Lesko has 1 emails on RocketReach.
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