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    Michael Leslie

    Middletown, Delaware

    VP/ Principal, Relationship Management

    Asset Svcs


    check markAccount Management

    check markBusiness Development

    check markSales

    check markSales Management & Operations

    Where I've Worked

    Jun 2016 – Present

    VP/ Principal, Relationship Management

    Asset Svcs

    Jun 2016 – Jun 2019

    VP/ Principal, Sales Executive / Relationship Management

    Mutual Fund Asset Servicing

    Aug 2015 – Jun 2016

    VP of Asset Management/Financial Advisor

    Dimatteo Financial Group

    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


    Masters, Finance

    St. Joseph's University


    Bachelors, Political Science

    Temple University

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