Leslie Weaber

Institutional Sales and Relationship Manager

 

Contact

225 E. Robinson Street
Suite 250
Orlando, FL 32801

weaberl@pfmam.com
804.309.4281 office
407.341.8985 cell

Education
B.S. in Finance
Pennsylvania State University

Professional Designations or Licenses
FINRA Series 6 and 63 Licenses

Started in the Field: 2006

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Leslie is an institutional sales and relationship manager located in Orlando, FL. She works with cities, counties, authorities, utilities and other public and non-profit organizations serving as a client advocate and providing a “high touch, high value” experience to meet client needs. Her focus is on institutional sales in Virginia and Florida, building and maintaining relationships with clients, and project management for fixed income investment programs and Virginia State Non-Arbitrage Program® (Virginia SNAP) participants. Her responsibilities include performing portfolio structuring and analysis, reviewing portfolio performance, cash flow modeling, asset allocation analysis, investment policy review, economic research and reporting.

 

Contact

225 E. Robinson Street
Suite 250
Orlando, FL 32801

weaberl@pfmam.com
804.309.4281 office
407.341.8985 cell

Education
B.S. in Finance
Pennsylvania State University

Professional Designations or Licenses
FINRA Series 6 and 63 Licenses

Started in the Field: 2006

Print/Save as PDF

Download Vcard