Broker Check
Leilani Llacuna, MBA, PMP

Leilani Llacuna, MBA, PMP

Partner

310-689-3389

lani.morales@sovranadvisors.com

As a seasoned Chief of Staff with a robust background in project management and business administration, I bring over a decade of experience to my role at Sovran Advisors. Since joining the company in 2010, I have consistently demonstrated my ability to effectively manage various aspects of the organization's operations and foster strong relationships with regional support departments.

In my capacity as Chief of Staff, I am entrusted with overseeing the overall business relationship with regionalized support departments, ensuring alignment with the firm's objectives and business plan. This involves developing comprehensive project plans, prioritizing acquisitions, and allocating resources to meet strategic goals within specified timeframes. I collaborate closely with infrastructure management teams to identify accountability to the business plan and recommend resources necessary for driving departmental results.

A significant part of my role involves managing positions within the firm's Operations and Resource Departments and overseeing project plans related to onboarding, marketing, and training. By building robust and effective business relationships with regional and internal organization staff, I facilitate the implementation and delivery of project plan action items, ensuring that coordination of resources remains in line with the firm's overarching objectives.

Throughout my career, I have demonstrated a keen eye for identifying areas of opportunity within the organization, particularly in marketing, operations and training support, and have consistently offered innovative solutions to address these challenges. Additionally, I excel in managing associate performance by establishing clear objectives, expected results, and development plans to foster professional growth and drive success.

Prior to my role as Chief of Staff, I held positions such as Business Resource Manager and Agency Marketing Director, where I honed my skills in driving adoption of customer relationship management systems, planning and executing corporate and social events, providing consultative services on marketing campaigns, and managing social media campaigns while adhering to regulatory guidelines.

With a PMP certification and an MBA under my belt, I am equipped with the knowledge and expertise to navigate complex business environments and drive sustainable growth. I am passionate about leveraging my skills and experience to contribute to the continued success and expansion of Sovran Advisors.


Leilani Llacuna is a non-registered associate of Cetera Advisor Networks LLC.