LESLIE is a Client Services Associate at Anton Financial and joined the team in 2010. She absolutely enjoys taking care of investment processing and all account administration behind the scenes for our clients – and she takes great pride in what she does. She is passionate about making this part of the Anton Financial Experience as simple and easy as possible for our clients.
What makes Leslie exceptional in this role is her attention to detail, amazing ability to multi-task, thoroughness, level of complete organization, and her ability to do it all with a smile on her face! She opens accounts, manages all account updates, coordinates withdrawals as well as, being responsible for investment and annuity order processing. If that wasn’t enough, she also ensures all Advisor licensing requirements are up to date and current, which of course is very important.
Leslie graduated from AMA Computer University in the Philippines with a degree of Bachelor of Science in Business Management.
Leslie is inspired and excited to devote most of her time to her husband, Erwin, and their three wonderful children: Aaliyah, Aaron, Chase. Creating quality family time and making memories is a high priority for them and they make sure they do something with their kids every weekend - going to the beach, playing at the park, watching movies, or simply enjoying dinner. When she does find some elusive, but precious “me time,” she loves to paint, draw, read books, and play guitar.