Sylvie Leon drives the partner transition program by collaborating with the joining financial advisor to provide effective communication, which includes announcement letters and introduction calls.
Client retention is significantly increased because their specific expectations are identified and addressed timely. She stays in frequent contact with clients, engaging them in conversation about family, work and milestone events – always searching for referral opportunities.
Sylvie has over 19 years of experience in the financial services industry and has worked with Ian Rosenfield since 2002. She holds Series 7 and 63 securities registrations and has a bachelor’s degree in business administration with an emphasis in finance.
Sylvie was born in Marseille, France, and raised in California. Today, she lives in Fremont, California, with her husband and daughter. She is an active parishioner at Holy Spirit Church.
“My goal is to provide a client experience that deepens the relationship and promotes trust because our team always conducts themselves with integrity.”