Leianne Erhart

Role
Assistant Vice President, Portfolio Consultant at Raymond James
Location
St. Petersburg, FL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Leianne Erhart

Dynamic and results-oriented financial services professional with over 8+ years of sales…

Experience

  1. Assistant Vice President, Portfolio Consultant

    Raymond James

    May 2023 — Present

    Home office, Asset Management Services contact for the Gulf Coast Region. Positioning managed products to help advisors outsource investment management. I work closely with RJA and RJFS advisor recruiting, representing AMS and the benefits we provide when transitioning a book of business to Raymond James.

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Leianne Erhart — Assistant Vice President, Portfolio Consultant at Raymond James in St. Petersburg, FL, US | Unifers