Sr. Client Service Specialist
Aleesha began her financial services career in 2011 as a Customer Service Specialist at a local broker-dealer. She dedicated her days to providing superb service to clients while obtaining industry licenses. Aleesha took a couple years off to raise her family before rejoining financial services as Client Service Representative at Lake Point Advisory Group in 2017. There, she gained a wealth of industry and RIA operational knowledge by supporting multiple advisors and colleagues. Aleesha became Client Services Manager in June 2020 and currently holds the Texas insurance license. She’s passionate about providing clients with first-class service and loves to collaborate with other departments to better anticipate and address client needs. In her free time, Aleesha enjoys being with friends and family, chauffeuring kids to sports, traveling, cooking, and live music.