LEISA SÁNCHEZ WESTERN, CIPM

 

Leisa is co-founder and principal of Absolute. She specializes in helping firms customize their plans for GIPS compliance. A seasoned institutional marketer, Leisa has experienced the benefits of the GIPS standards first-hand and understands the multitude of reasons why firms choose to become GIPS verified.

 

Previously, she was vice president in defined contribution services with Raymond James and assistant vice president in the institutional division at Franklin Templeton Investments. A CIPM certificant, Leisa is also a past-president of CFA Seattle and a board member at CFA South Carolina.

 

Leisa has earned an MS in integrated marketing and a BS in journalism from Florida International University. She has held several securities licenses during the course of her career and has written numerous articles on investment management practices. She also speaks Spanish fluently.

 

She is a voracious reader and golf addict who has a tough time saying no to volunteer opportunities, but she admits she operates best on a full plate.

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Absolute Performance Verification LLC

Seattle | Charleston

206.283.6760

843.881.4473

info@absoluteverification.com

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www.gipsstandards.org

www.cfainstitute.org

 

 
 
 PROVIDING CONSCIENTIOUSLY BESPOKE GIPS SERVICES IN A GENIAL ENVIRONMENT SINCE 2006.