Kristen Leis handles the daily operations of OJM’s Investment Management Division and provides support to the firm’s team of wealth advisors. Her responsibilities include onboarding new clients, responding to client service requests, preparing portfolio performance reports, and coordinating client presentations.
Prior to joining OJM in 2013, Kristen gained additional experience in the financial services industry with Northwestern Mutual.
Education and Professional Designations
John Carroll University
BS in Economics
John Carroll University
BS in Economics