April December

Investment Operations
20 Years of Investment Experience

Ms. Lehman serves as an Investment Operations specialist for Sawgrass Asset Management. Her responsibilities include all trade and custodian reconciliations on a daily basis. She also acts as a liaison between broker/dealers on any settlement issues. Ms. Lehman has worked in the investment field for over 13 years and most recently served in trust administration and portfolio management at Wachovia Bank, N.A. Ms. Lehman has had extensive education through the American Bankers Association, The College of Financial Planning and Cannon Financial Institute and is currently pursuing her accredited Asset Management Specialist Certification and the CTFA.