Keri M. Lesinski
Keri has over 20 years of experience as a Client Service Specialist in the Banking and Financial Service Industries. Keri’s specialty is providing great customer service to our clients and assisting the Financial Advisors at Portfolio Solutions® with all of their client service needs.
Prior to joining Portfolio Solutions®, Keri worked as Client Service Associate at J.P. Morgan in Detroit, MI and as a Client Service Specialist at a financial institution in Troy, MI.
Areas of Experience:
- Client Relationship Management
- Account Distributions & Contributions
- Database Management
- Account Openings & Transfers
- Cash Requests
- Required Minimum Distributions
- Financial Industry Operations