Leslie Horgan is Director of Financial Operations at Vernal Point Advisors. In this role, Leslie collaborates with clients, their representatives, and teams within Vernal Point to ensure a client’s wealth planning objectives and investment strategies are implemented and maintained.
Leslie has over 15 years of experience in the financial services industry. Prior to joining Vernal Point, she was the primary Client Service Advocate at an RIA in San Francisco. While there, she completed projects ranging from processing cashiering requests to strategizing the on-boarding of new clients to navigating the complexities of settling an estate. Within operations, she handled the monthly accounting for the firm’s 100+ households. Before being recruited into the investment advisory world, Leslie managed a banking center of 15 employees overseeing sales, service and compliance objectives.
Leslie received her B.A. in Political Science from Santa Clara University.