Charissa Leonard

Client Services Representative

Charissa is a Client Services Representative on the CORE Benefits & Investments’ Benefits Team.  She graduated from The University of Tennessee in May 2014 and holds a B.S. in Education with a Communication Disorders Concentration. She began her career in the investment industry while in college and has since provided executive level support to financial advisors affiliated with Lincoln Financial, Cambridge Investment Research, Inc., and Raymond James. Her responsibilities with past employers include preparing, processing and following up on financial services paperwork.  She ensured these offices met all compliance requirements, communicating directly with Financial Firm Corporate offices and Service Providers to answer questions and resolve issues. Working in the financial services industry over the last decade has led to an extensive client relation and problem-solving background.

Charissa is licensed in Life & Health Insurance. Her duties include working with the Benefits Team facilitating group benefit quotes, proposals, renewals and processing client service requests.

Phone 865-862-5956