Leisa Quirke

Associate - Client Service

Leisa brings over a decade of experience in client service and operations in the financial services industry to CoastEdge Partners.  She began her career at TD Ameritrade (now Charles Schwab Institutional) serving as an alternative investment specialist, managing complex operational aspects of private equity, hedge fund, and other alternative investments such as onboarding LPs, handling transfers and reorganizations, and overseeing the day-to-day activities around capital calls and distributions.  Her diverse financial services experience also includes working as an operational specialist for a $240B broker dealer, as well as working with SEC registered investment advisory firms, where she has gained additional experience around compliance, account maintenance, and money movements. 

Leisa holds a Bachelor of Arts in Human Resources Management from Ashford University, where she also took graduate courses in Organizational Management.