Leslee brings over 25 years of experience to her role, specializing in institutional sales of wealth management solutions as well as the insurance and protection industry. She has a proven track record in institutional sales for industry leaders including: TIAA, AIG, Manulife/John Hancock, Sun Life Financial, and Fidelity Investments.
Prior to joining Delaware Life, Leslee was the Director of Integrated Solutions for TIAA responsible for seven regional offices in Southern California and Nevada. Her role was multi-faceted and encompassed: sales management, financial planning and sales coach, wholesaler responsibilities, as well as engaging in client meetings to present and close complex cases. Leslee has achieved a sales contribution of more than $3 billion in financial markets wholesaling in both the independent and wire house channels. She has earned numerous top-ranking awards and distinctions.
Leslee holds a bachelor’s degree in Accounting/Composite Finance from Southern Utah University, Cedar City, UT. Leslee’s current licenses and designations include Series 7, 63 and Series 65, Group 1 Life, Accident & Health License and Variable Annuities License.
Leslee is multi-dimensional in her interests and hobbies and enjoys transforming real estate. She is an enthusiast for wellness and fitness and has earned numerous athletic awards including All-American Athlete of the Year for the State of Utah. She has completed her certification from the Institute of Integrated Nutrition and carries the designation of Holistic Health Coach. Leslee is a natural performer and is an accomplished public speaker. She also has fronted as lead singer and guitarist in a pop rock band, “LINE OF SIGHT” with 2 albums of original songs released.