Warren Leet Email & Phone Number
Director - Wealth Management Advisor Partner Services @ Unified Trust Company, N.A.
Warren Leet's Location
Lexington, KY, US
Warren Leet's Work
- Director - Wealth Management Advisor Partner Services @ Unified Trust Company, N.A.
- Senior Advisor Partner Associate @ Unified Trust Company, N.A.
- Associate Advisor and Paraplanner @ Unified Trust Company, N.A.
- Trust Administrator - Level I and II @ Unified Trust Company, N.A.
- Customer Services Associate @ Fidelity Investments
- Account Sales Representative @ MarketSource Inc.
Warren Leet's Education
- Western Kentucky University
Bachelor of Arts (BA) (Economics)
2003 - 2007
Warren Leet's Skills
- 401k
- Strategic Financial Planning
- Employee Benefits
- Retirement
- Process Improvement
- Customer Service
- Microsoft Excel
- Investments
- Mutual Funds
- Financial Analysis
Warren Leet's Summary
Warren Leet, based in Lexington, KY, US, is currently a Director - Wealth Management Advisor Partner Services at Unified Trust Company, bringing experience from previous roles at Unified Trust Company and Fidelity Investments. Warren Leet holds a 2003 - 2007 Bachelor of Arts (BA) in Economics @ Western Kentucky University. With a robust skill set that includes 401k, Strategic Financial Planning, Employee Benefits, Retirement, Process Improvement and more, Warren Leet contributes valuable insights to the industry. Warren Leet has 1 email on RocketReach.
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