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Lesley Perlman, Office Manager and Client Services Director, has been with Financial Solutions Associates since 1990. Lesley is responsible for assisting all Investment Management and Financial Planning clients of Mark Podolsky with administrative tasks, including:
Cash Management: wire authorizations, IRA withdrawals, monthly cash disbursements and additions
New Accounts: account setup, transfers, rollovers
Internet: access codes, email updates
Ongoing services: address changes, beneficiary changes, banking instructions
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