Tresa Skinner Leftenant is a skilled expert, who works in My Financial Design as a Founder from 2008. This expert has earned professional experience in more than four positions at different companies. Tresa Skinner Leftenant went to the University of Colorado at Colorado Springs and got education from 1978 to 1980. Bellevue, Washington is the city, where this expert was lastly known to settle. The person's contacts can be easily accessed through Connexy by request.
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Tresa Leftenant
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Last Update
Jul 12, 2022
Email
tr**@lpl.com
Location
Bellevue, WA
Company
My Financial Design
Workplace
Founder
Work History
Founder
"Money is there to support what is meaningful in our lives", says Tresa Leftenant CFP and Founder of "My Financial Design".
Whatever you hope to do or be in your life, Tresa can help you a...
from Apr 2008
Director of Financial Planning and Investment Management
Appointed by the CEO to improve the existing financial planning and investment management processes at a small independent financial planning firm in Seattle Washington. Member of managemen...
Sep 2005 — Apr 2008
Regional Vice President
Managed independent financial planning regional office from start up phase which included marketing to the affluent, providing financial planning process to prospects who were searching for ...
May 2002 — Sep 2005
Wealth Management Specialist and Regional Sales Manager
Managed financial planning strategies with team of Private Client Group specialists for high-net-worth clients. Prior to Wealth Management Specialist position, managed 15 financial advisors...
Sep 1996 — Jan 2002
Education
1978 — 1980
1973 — 1975
Occupations
Executive
Founder
Financial Broker
Certified Financial Planner
Health Specialist
Certified Nurse Aide
Advisor
Representative
Accountant
Finance and Accounting Specialist
Director
Chief Executive Officer
Founding Member
Chief Executive
Puchasing and Estimating Manager
Financial Manager
Nurse
Nurse Practitioner
Accounting Bookkeeper
Bookkeeper
Operations Manager
Corporate Executive
Skills
Financial Planning
Retirement Planning
Finance
Strategy
Strategic Planning
Small Business
Marketing
Entrepreneurship
Team Building
Leadership
Public Speaking
Management
Leadership Development
Retirement Plan Consulting