Adrian Leon Email & Phone Number
Founder
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Adrian Leon Location
- Ithaca, NY, US
Adrian Leon Work
- Founder @ ALC Consulting & Advising (April 2024 - Present)
- Relationship Manager (Investment Advisory) @ (June 2018 - June 2023)
- Portfolio Manager (Investment Advisory) @ (June 2013 - May 2018)
Adrian Leon Education
- Cornell University
Master of Business Administration - MBA (VP of the Family Business Club & Member of LABA (Latin American Business Association))
2023-2025 - Bryant University
BS: Business Administration (-Finance Association Member -Lead a top ranking start-up in the business course)
- Philadelphia University
BS: Business management (Finance & Economics)
Adrian Leon Skills
- Estate Planning Law
- Investment Management
- Taxes
- Ethical Leadership
- Bloomberg
- Morningstar Direct
- S&P Capital IQ
- FACTSET
- • Microsoft Applications: Excel, PowerPoint, Word, Adobe Photoshop, Access
- PowerPoint
- Financial Analysis
- Equities
- Microsoft
- Microsoft Excel
- Financial Modeling
- Finance
- Word
- Microsoft Word
- Alumni Relations
- Fulfillment
- Excel
- Investments
- Valuation
- Access
- Microsoft Applications
- Public Speaking
- Teamwork
- Microsoft Office
- Banking
- Economics
- Analysis
- Adobe Photoshop
- Portfolio Management
- Stata
Adrian Leon Summary
- Adrian Leon, based in Ithaca, NY, US, is currently a Founder at ALC Consulting & Advising. Adrian Leon brings experience from previous roles at AlTi Tiedemann Global and Guggenheim Partners. Adrian Leon holds a 2023 - 2025 Master of Business Administration - MBA in VP of the Family Business Club & Member of LABA (Latin American Business Association) @ Cornell University. With a robust skill set that includes Estate Planning Law, Investment Management, Taxes, Ethical Leadership, Bloomberg and more. Adrian Leon has 1 emails and 1 mobile phone numbers on RocketReach.
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