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
- Senior Family Office Manager @ (June 2024 - Present)
- Senior Advisor @ (September 2023 - June 2024)
- Lead Advisor @ (December 2022 - September 2023)
- Advisor @ (January 2022 - December 2022)
- Wealth Manager @ (December 2018 - December 2021)
- Financial Planning Associate @ (January 2017 - November 2018)
- Graduate Personal Financial Planning Teaching Assistant @ (August 2016 - December 2016)
- Finanial Planning Intern @ (June 2016 - August 2016)
- Intern @ (January 2016 - May 2016)
- Full Time Student Athlete @ University of Missouri-Columbia Student Athlete (January 2011 - December 2015)
Wesley Leftwich Education
- 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 Bachelor’s Degree in Nutritional Sciences @ 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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