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Leeann@leeannputnam.com  614-395-6103  phone    614-355-0174 fax

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I have always found LeeAnn to be professional, punctual, accurate and creative. I'm confident you will also find her to be a true asset to your firm.

~ Christopher Campbell

  • Are you a successful financial services professional with an established practice?
  • Are you spending too much time in the office and not enough time face to face with clients?
  • Do you feel like you are never able to “get it all done”?
  • Are you looking for a partner that can take all of the detail work off your plate?

You have just taken your first step toward finding the partner that will help you to manage your business and become more efficient with what you do best. Working with a Virtual Assistant gives you the freedom to focus on the things that will make you more productive and happy, while delegating the details.

I have more than twenty years of administrative experience working with high level executives, solo-preneurs, and sales managers in various professions. The last ten years, I have specialized in supporting high-producing sales people in the financial services industry. I have my LOMA designation and have been licensed for Life & Health, Series 6 and 63. I understand your business. This is what I love to do, and is an area in which I excel. In addition to the years of experience I can provide, I bring energy, enthusiasm and a positive attitude to everything we do together.

You are likely to be successful working with me because...

  • You are passionate and enthusiastic about your business
  • You are looking for a true partnership collaboration to accomplish your goals
  • You are open minded
  • You have a strong commitment to being successful
  • You are honest, ethical, and have a high personal standard of integrity

When you work with me you can expect...

  • Improved productivity and profitability in your business
  • Your projects and tasks done competently and on time
  • Improved client relations
  • All projects handled professionally, with integrity and confidentiality
  • The ability to understand your business and function as an informed sounding board

I believe...

  • In what I am doing and in the value of my profession
  • That business can be successfully transacted with complete honesty and integrity
  • Success requires an open mind
  • Change is necessary for growth
  • My greatest satisfaction is seeing my clients achieve their goals