Leslie J. Cannon, CFP®
DIRECTOR OF CLIENT RELATIONS
Leslie Cannon is the Director of Client Relations with The Invictus Collective. Leslie has over 20 years of financial services experience and is a CERTIFIED FINANCIAL PLANNER™ professional. She is essential to the team’s focus on financial planning, cash-flow analysis, and customized reporting.
Before joining The Invictus Collective, Leslie led the operational and business management activities for the Habitz Damsgaard Group at J.P. Morgan Securities. Leslie’s experience also includes working as an Investment Analyst for Merrill Lynch Private Banking & Investment Group and positions at UBS Private Client Services and RSM US Wealth Management, LLC. Leslie’s first professional position was at Lehman Brothers, where she worked in Fixed Income Administration in the New York office.
Leslie graduated summa cum laude from Northeastern Illinois University with a BA in English and Secondary Education. Leslie has continued her interest in education by volunteering as an academic mentor to public high school students. She lives in Itasca, Illinois, and, in her free time, enjoys gardening, music, and spending time with her family.
Get notified on new marketing insights
Be the first to know about new B2B SaaS Marketing insights to build or refine your marketing function with the tools and knowledge of today’s industry.