Alicia Testani

Client Relations Coordinator

Role: Client Relations Coordinator at Leigh Baldwin & Co., Llc
Location: Norwich, NY, US
LinkedIn followers: 500 followers

Customer/Client ServiceView LinkedIn profile

Experience

Client Relations Coordinator
Leigh Baldwin & Co., Llc
Sep 2023 — Present · Cazenovia, NY, US

Education

University of Rochester
Political Science
2007 — 2011

Skills

Community Outreach
Customer Service
Spanish
Telephone Skills
Research
Microsoft Office
Strategic Planning
Cold Calling
Account Management
Public Speaking
Communication

Contact information

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Work email
•••••@leighbaldwinadvisory.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Leigh Baldwin & Co., Llc

Financial Services · 26 employees · Founded 1991 · Cazenovia, New York, United States

Leigh Baldwin & Co. is a financial services company based out of 112 Albany St, Cazenovia, NY, United States. The firm was founded in 1991 by Leigh Baldwin, whose goal for the company was and is to serve as an investment firm devoted to the client relationship. Throughout the past 32 years, the company has evolved, advanced, and expanded into a full-service investment brokerage firm, all without compromising on their primary ideology to treat all investors equally. As an early pioneer in the independent investment firm space, Leigh Baldwin & Co. has emphasized long-term performance enhanced by continuous, on-going risk management. In addition, the company believes that by keeping costs low and by always questioning the rationale of the favored crowd, clients may rely on them to achieve their financial goals. The entrepreneurial spirit and structure surrounding the firm has led it to grow from 2 people to over 100 financial professionals across 12 states, responsible for over $2.65 billion dollars in customer assets (as of 3/31/23).

leighbaldwinadvisory.com

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Experience

Client Relations Coordinator

Education

University of Rochester

Skills

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