Jean Zaleski
Assistant Vice President, Senior Consultant

Jean has over 30 years of experience working in the investment financial industry among both Institutional and high net-worth individuals. She has a background in trust accounting, full revenue cycle management, billing, 401K administration, human resources and employee benefits.

Prior to joining RCG, she gained her many years of knowledge at Voya Institutional Plan Services, Freedom Capital Management, LLC and Freedom Capital Management Corp.

Jean holds a Bachelor of Science in Finance from Northeastern University. She grew up in Wollaston, MA and lives in South Weymouth, MA. She has two young adult children. In her spare time, she loves to garden, head to the beach, visit Cape Cod, walk her dog and spend quality time with her family and friends.

Stay Informed

Sign up for our newsletter to keep you up-to-date on industry news, events and information to help your business.

"We have outsourced our internal audit function to Les and his firm by way of another company. His deep, hands-on experience in the trust and investment business provides him with a uniquely clear understanding of our Company and how it should be run consistent with state law and sound fiduciary principals."

Coastline Trust Company

Robert Gaumont / Chief Investment Officer

"Les has proven expertise in the wealth management operations field. His work is accurate and timely. He develops excellent rapport with clients and service delivery is consistent with customer expectations."

SerVus Consulting Group, Inc.

John Kluttz / President

"I have known and worked with Les Revzon for over 30 years and highly recommend Les for any consulting or operational engagement involving wealth management. He is expert in every aspect of the trust and bank compliance markets. Over the past few years, Thomson Reuters has called upon Les' expertise to help us explore new ventures in Employee Benefits as well as preview and advise us on a new Workflow Management offering for wealth management organizations. But Les is not only knowledgeable in his fields of expertise. He has the skills, abilities, charisma and know-how to successfully manage complex consulting and operational engagements."

Thomson Reuters ONESOURCE Trust Tax

Art Ridolfi / Executive Sales Manager

"Les provided us invaluable assistance in our trust system conversion. His trust background and keen eye for numbers were a tremendous asset. I enjoyed working with Les and quickly discovered that his integrity and expertise would allow me to rely on the accuracy of his work and focus on other areas of the conversion."

Choate, Hall & Stewart

Peter Quigley / Trust Operations Manager

Styled Multi-Purpose Template - Agency