Lesley B.

VP - Manager Of Financial Ops - Wealth Management at Cambridge Trust

Lesley B. has a diverse work experience. Lesley is currently working as the VP - Manager of Financial Ops - Wealth Management at Cambridge Trust Company, where they are responsible for reviewing and documenting client service and operations procedures, finding efficiencies in processes, and building SAP Boxi reports. Previously, Lesley worked at GW&K Investment Management, where they held various roles including Investment Operations Manager, Senior Account Specialist - Applications Administrator, and Operations Specialist. In these roles, they successfully completed a major system upgrade, oversaw the conversion of reconciliation software, resolved discrepancies, and maintained an organized corporate action system. Lesley also has experience in the education field, working as a Teacher's Aide at Kids Are People School and as a Teacher at Margaret Fuller Neighborhood House.

Lesley B. completed their Master of Business Administration (M.B.A.) with a specialization in Entrepreneurship/Entrepreneurial Studies from Northeastern University, attending from 2012 to 2016. Prior to that, they obtained a Bachelor of Arts (B.A.) in American Studies from UMass Boston, studying from 2008 to 2011. In addition, Lesley earned a certification in Fundamentals of Security and Resilience from Northeastern University in March 2019.

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  • VP - Manager Of Financial Ops - Wealth Management

    April, 2022 - present