Leslie Rion
University of Kentucky
Tell me more about Leslie Rion?
Leslie Rion is a Wealth Management Advisor with 18.5 years of experience in financial planning, management, and wealth. She has a strong background in financial analysis, business analysis, and customer service. Leslie has worked at Meridian Wealth Management, LLC and TIAA, where she gained expertise in investment management and portfolio management. She is skilled in strategic planning, sales, and strategic planning. Leslie is based in the United States and has a proven track record in the financial industry.
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Emails and Phone Numbers
About
Wealth Management Advisor at Meridian Wealth Management, LLC
Work Experience
wealth management advisor at meridian wealth management llc
Financial Advisor
Financial Services
Leslie Rion's Professional Milestones
- Financial Advisor (2015-05-01~): Provided expert financial guidance to clients, optimizing their financial strategies and ensuring their financial success.
- Wealth Management Advisor (2012-01-01~2015-04-01): Driving successful investments and expanding client base, maximizing their returns and driving business growth.
Education
Skill
Financial Planning
Management
Wealth
Financial Analysis
Business Analysis
Customer Service
Investments
Public Speaking
Retirement
Strategic Planning
Sales
Finance
Mutual Funds
Portfolio Management
Microsoft Office
Leadership
Insurance
Certification
Colleagues
Greg Couch
Chief Executive Officer | Founder
David Dowell
senior vice president at meridian wealth management llc
Quin Broadbent, CFP® AIF®
senior vice president wealth management advisor at meridian wealth management llc
Thomas Poskin
executive vice president at meridian wealth management
Barry D. Cooper, J.D.
senior vice president at meridian wealth management llc
Other Named Leslie Rion
Frequently asked questions
We found 2 Leslie Rion's email addresses
We found 1 Leslie Rion's phone numbers
Leslie Rion works for Meridian Wealth Management, LLC
Leslie Rion's role in Meridian Wealth Management, LLC is wealth management advisor at meridian wealth management llc
Leslie Rion works in the industry of Financial Services
Leslie Rion's colleagues are Greg Couch,David Dowell,Quin Broadbent, CFP® AIF®
Leslie Rion's latest job experience is wealth management advisor at meridian wealth management llc at Meridian Wealth Management, LLC
Leslie Rion's latest education in University of Kentucky