Leslie joined PFM in December 2015 and is located in the Arlington, VA office. 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.
Before joining the Arlington office, Leslie was a client consultant in PFM’s Client Services Group in the Harrisburg, PA office. Her responsibilities included onboarding, new client administration and serving as advocate to our Virginia clients. Additionally, prior to joining PFM, Leslie worked for a small community bank as an account manager within their commercial lending team.