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Private Banking Advisor
Leslie is a private banking advisor at CIBC Private Wealth, with over 30 years of industry experience. In this role, she leads a team of specialists who provide guidance and customized strategies to a select group of high net worth and ultra-high net worth individuals and families in the areas of investments, credit, banking, and estate planning. She offers a boutique approach with an integrated plan tailored to their unique needs and complexities of wealth.
Prior to joining the firm, Leslie spent 10 years at Citibank. Most recently she served as senior vice president, Citi private banker on the ultra-high net worth team in Miami, Florida, where she delivered strategic and personalized wealth management solutions to a diverse group of institutional and private bank clients. Prior to that, Leslie has led a successful career working for Bank of America/Merrill Lynch and BankUnited, as well as others.
Leslie earned a Bachelor of Arts degree in organizational leadership from St. Thomas University. She holds the Series 7, 63 and 66 FINRA licenses, as well as the Florida 2-15 Life, Health and Variable Annuities Agent license. Leslie is bilingual in English and Spanish.
Representing CIBC Bank USA.
