Leslie joined PFM’s asset management business as a client consultant for the Client Services Group in 2015 and was promoted to senior analyst in 2019. She works with cities, counties, utilities and other public and non-profit organizations serving as a client advocate, providing a “high touch, high value” experience for whatever the client’s needs may be. Her focus is on building relationships with clients and project management in the Commonwealth of Virginia for our clients’ fixed income investment programs and Virginia SNAP participants. Her responsibilities include performing portfolio structuring and analysis, reviewing portfolio performance, cash flow modeling, asset allocation analysis and economic research and reporting.
Prior to joining PFM, Leslie most recently worked for a small community bank as an account manager within their commercial lending team. She was responsible for building relationships with key decision makers among local businesses and organizations to generate, pursue and win business opportunities.