Position: Accounting Associate

Phone: +1 817 354 1090

Email: operations@leowealth.com

Linkedin: View Page

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Operations

Tori Robertson is an Accounting Associate at Leo Wealth, an independent global wealth advisor. Based in Dallas/Fort Worth. Tori is responsible for the daily back-office operations which includes accounting duties, vendor management, and assists in licensing and registration. She supports the Financial Principal by assisting with the firm’s books and records.

Prior to Leo Wealth, Tori was the client administrative lead at BFT Financial, where she served as liaison for clients and advisors.

Tori earned an Associate Degree in Business Management with an emphasis in accounting at Tarrant County College. She has also earned a certification in accounting I, II, and III. Away from work, Tori enjoys hiking, fishing, yoga and is an avid dog lover.