Leah Ponce de Leon

Leah Ponce de Leon has a work experience that spans over multiple years. Leah worked for Riverport Insurance Company as an Underwriter from January 2007 to September 2014. In this role, they regularly met aggressive timelines, handled a high volume of projects, and served as the first point of contact for agents and brokers. Leah also demonstrated strong prioritization and multitasking skills while processing multiple assignments simultaneously. From September 2014 to April 2016, Leah held the position of Senior Assistant Underwriter at the same company, where they continued to excel in their responsibilities. Later, they joined Redwood Credit Union in August 2017 as an Investment Coordinator for CUSO Financial Services, LP. In this role, Leah provided support to Wealth Advisors, helping to build client relationships, drive marketing activities for client retention and service, and oversee the processing of paperwork and coordination of business activities.

Leah Ponce de Leon's education history began in 2001 when they attended the University of the Pacific. Leah pursued a Bachelor's degree in Communications and Business and completed their undergraduate studies in 2005.

In terms of additional certifications, Leah obtained various certifications from FINRA, the Financial Industry Regulatory Authority. In March 2022, they achieved the Securities Industry Essentials certification. Following that, in May 2022, Leah obtained the Series 6 certification. Finally, in October 2022, they acquired the Series 63 certification. These certifications demonstrate their expertise and knowledge in the securities industry.