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
Assistant Vice President, Portfolio Consultant
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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