Lead Client Relationship Associate
West Bearing
Lesllie Nuñez is a lead client relationship associate at West Bearing Investments, a division of Ferguson Wellman, based in Portland, Oregon. She joined the firm in 2022 and works closely with the clients of Nate Putnam.
In her role, Lesllie supports clients across a range of needs, including transferring and distributing assets, generating tax information, distributing performance reports, setting up new accounts, and handling special requests.
Prior to joining the firm, Lesllie worked in various roles in programming, data processing and organization and case management for Volunteers of America of Greater Los Angeles.
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