Leesa Waegele

Senior Trust Officer, Rockefeller Trust Company (Delaware)

Leesa Waegele is a Senior Trust Officer with The Rockefeller Trust Company (Delaware), based in Wilmington, Delaware.

Leesa specializes in understanding the needs of high net worth clients and ultra high net worth clients, as well as working with clients’ financial, legal and tax advisors to identify and achieve their specific wealth management needs and goals.  In addition to her role as a Senior Trust Officer, she is a corporate officer of The Rockefeller Trust Company (Delaware) and currently serves as Secretary.

Leesa began her career in the trust and wealth management industry when she joined The Rockefeller Trust Company (Delaware) in 2007. Prior to joining Rockefeller Trust Company (Delaware), she worked with high net worth clients at JP Morgan Private Bank.

Leesa holds a B.S. degree in Accounting and an M.B.A. with a concentration in Finance, both from Goldey Beacom College.  She has earned the Certified Trust and Financial Advisor (“CTFA”) designation and is an Enrolled Agent (“EA”). She is a member of Institute of Certified Bankers and National Society of Tax Professionals.