Wesley Leftwich Email & Phone Number
Senior Family Office Manager @ Socha Capital
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Wesley Leftwich Location
- St. Louis, MO, US
Wesley Leftwich Work
- 2024 -now Senior Family Office Manager @
- 2023 -2024 Senior Advisor @
- 2022 -2023 Lead Advisor @
- 2022 -2022 Advisor @
- 2018 -2021 Wealth Manager @
- 2017 -2018 Financial Planning Associate @
- 2016 -2016 Graduate Personal Financial Planning Teaching Assistant @
- 2016 -2016 Finanial Planning Intern @
- 2016 -2016 Intern @
- 2011 -2015 Full Time Student Athlete @ University of Missouri-Columbia Student Athlete
Wesley Leftwich Education
- University of Missouri-Columbia
- University of Missouri-Columbia
Bachelor’s Degree (Nutritional Sciences)
Wesley Leftwich Skills
- Communication
- Management
- Problem Solving
- Microsoft Office
- Microsoft Excel
- PowerPoint
- Public Speaking
- Research
- Event Planning
- Teaching
- Finance
- Teamwork
- Microsoft Word
- Financial Planning
- Estate Planning
- Retirement Planning
- Excel
- Leadership
- Customer Service
- Social Media
- Time Management
- Investments
- Strategic Planning
Wesley Leftwich Summary
- Wesley Leftwich, based in St. Louis, MO, US, is currently a Senior Family Office Manager at Socha Capital. Wesley Leftwich brings experience from previous roles at Dew Wealth Management and Plancorp, LLC. Wesley Leftwich holds a University of Missouri-Columbia. With a robust skill set that includes Communication, Management, Problem Solving, Microsoft Office, Microsoft Excel and more. Wesley Leftwich has 1 emails and 1 mobile phone numbers on RocketReach.
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