Ventura to Manage Daily Activites Within Operations Department
BREVARD COUNTY, FLORIDA — Leslie Ventura has joined FirstWave Financial as Operations Manager.
Leslie Ventura has joined FirstWave Financial in Satellite Beach as Operations Manager.
In her new role, Ventura will manage daily activities within the operations department of the Satellite Beach wealth management firm, working closely with the wealth coaches to deliver seamless administration of client portfolios.
She is working towards a BS degree in Business Management from Western Governor’s University in Salt Lake City, Utah.
Before her arrival at FirstWave Financial, Ventura was a client relationship specialist with Charles Schwab & Company in Orlando.
Tom Kirk, President and CEO of FirstWave Financial, is delighted to add Leslie Ventura to his growing team.
Tom Kirk
“Leslie is a very welcome addition to our staff,” said Kirk.
“She is bringing a valuable skill set to FirstWave Financial, and we are certain our operations department and our clients will benefit.”