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    Michael Leslie

    Middletown, Delaware

    VP/ Principal, Relationship Management

    Asset Svcs

    Specialties

    check markAccount Management

    check markBusiness Development

    check markSales

    check markSales Management & Operations

    Where I've Worked
    A

    Jun 2016 – Present

    VP/ Principal, Relationship Management

    Asset Svcs
    M

    Jun 2016 – Jun 2019

    VP/ Principal, Sales Executive / Relationship Management

    Mutual Fund Asset Servicing
    D

    Aug 2015 – Jun 2016

    VP of Asset Management/Financial Advisor

    Dimatteo Financial Group
    M

    Apr 2013 – Aug 2015

    Premier Financial Solutions Advisor

    Merrill Lynch
    The Vanguard Group logo

    Nov 2007 – Jun 2011

    PA Site Manager

    The Vanguard Group
    Where I've Studied

    In Progress

    Certified Financial Planner

    The American College

    2015

    Masters, Finance

    St. Joseph's University

    1999

    Bachelors, Political Science

    Temple University

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    Asset Svcs

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