Keri M. Lesinski

Client Relationship Manager

Keri M. Lesinski

Client Relationship Manager

Keri 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

Refer A Friend

If you have friends or family who may benefit from working with me, please provide their contact information and I will be happy to provide them with more information on Portfolio Solutions®.

Thank you.

Your friend's information

Your information