Michelle E. Leslie
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Profilo
Ms. Michelle E.
Leslie is Wealth Advisor at Centurion Counsel, Inc. She started her financial services career in 1999 with Sagemark Consulting in La Jolla, CA.
By 2002, she went into private practice starting Leslie & Associates.
In 2004, Ms. Leslie chose Centurion Counsel, Inc. as the premier institutional money management firm to transition her investment planning clients to for customized, fee-based planning solutions.
She now focuses primarily on fee-based investment management for her clients.
Prior to her career in the financial services industry, Ms. Leslie was a US Naval Officer for ten years, serving overseas, onboard US naval vessels and joint military commands.
Ms. Leslie earned her Masters in Public Administration (MPA) from Golden Gate University while serving a tour at the Naval Postgraduate School, Monterey, California.
She was recruited and attended St. Mary's University in San Antonio, Texas for a basketball scholarship while completing her undergraduate studies in Public Justice and Pre-Law.
Precedenti posizioni note di Michelle E. Leslie
Società | Posizione | Fine |
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Centurion Counsel, Inc.
Centurion Counsel, Inc. Investment ManagersFinance Centurion Counsel, Inc. is a SEC-registered investment adviser headquartered in San Diego, California. The firm was founded by Jack Heilbron in 1984 and is a subsidiary of Puppy Toes, Inc. Centurion Counsel manages investments for private clients, pension plans, and trusts. | Corporate Officer/Principal | - |
Formazione di Michelle E. Leslie
Golden Gate University | Graduate Degree |
St. Mary's University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 1 |
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Centurion Counsel, Inc.
Centurion Counsel, Inc. Investment ManagersFinance Centurion Counsel, Inc. is a SEC-registered investment adviser headquartered in San Diego, California. The firm was founded by Jack Heilbron in 1984 and is a subsidiary of Puppy Toes, Inc. Centurion Counsel manages investments for private clients, pension plans, and trusts. | Finance |
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