Leslie A. Sawyer | Senior Client Service Analyst

Role: Client service & Operations

Education: Salve Regina University

Leslie Sawyer is a Senior Client Service Analyst at WhaleRock Point Partners, where she plays a key role in supporting both the Private Client Services and Business Retirement Solutions teams. Leslie works closely with portfolio managers and advisors to oversee account administration, coordinate portfolio maintenance, and deliver a seamless client experience. She also assists with plan operations, investment reporting, and participant support for the firm’s corporate retirement plan clients.

Since joining WhaleRock in 2019, Leslie has been instrumental in enhancing the firm’s service infrastructure and operational efficiency. Her background in hospitality management, where she held various leadership roles in the restaurant and hotel industry, shaped her commitment to exceptional client service and attention to detail, qualities that continue to define her approach today.

Leslie earned a Bachelor’s degree in Business Administration from Salve Regina University. She holds a FINRA Series 65 license and the NAPA Certified Plan Fiduciary Advisor (CPFA) credential. Leslie resides in Warwick, Rhode Island.