Anna Leon Location
- San Francisco, CA, US
Anna Leon Work
- 2025 - now Managing Director @
- now Market Manager, Senior Vice President @
- 2012 - 2018 Sr. Private Client Advisor, VP @
- 2010 - 2012 Credit Analyst @
- 2007 - 2010 Investments Administration @
Anna Leon Education
- Pacific Coast Banking School 2022 - 2024
- UW Foster School of Business
Executive Leadership (Banking)
2022 - 2024 - UC Berkeley
Personal Financial Planning
2012 - 2014 - Risk Management Association
(Credit College)
2011 - 2012 - California State University-Sacramento
Anna Leon Skills
- Wealth Management
- Investments
- Banking
- Portfolio Management
- Credit
- Commercial Banking
- Private Banking
- Commercial Lending
- Series 7
- Consumer Lending
- Small Business Lending
- Credit Analysis
- Lines Of Credit
- Mutual Funds
- Loans
- Sound
- Sales
- Net
- Notary
- Finance
- Quality Auditing
- Legal
- Management
- Revenue
- Financial Statements
- Aggregate
- Calls
- Security
- Investment Management
- Sales Manager
- Auditing
- Public Speaking
- Accounting
- Detail Oriented
- Cross Selling
- Business Services
- Bloomberg
- Education
- FINRA
- Spread
- Policy
- Customer Service
- Securities License
- Product Development
- System Monitoring
- Investment Administration
- Writers
- Campaigns
- Fundamental Analysis
- Deal Closure
- Operational Requirements
- Accountability
- Client Services
- Communication
- Sales Management
- Workshops
- Corporate Tax
- Account Maintenance
- Marketing
- Balancing
- Retail Banking
- Services
- Losses
- Country
- Responsibility
- Data Reporting
- Internal Audit
- Brand Loyalty
- Client Relationship Building
- Art
- Private Clients
- Multi Tasking
- Trust
- Nevada
- Team Oriented
- Relationship Building
- Agribusiness
- Cash
- Collateral
- Financial Transactions
- Controlling
- Due Diligence
- Trading
- Tax Returns
- Health Insurance
- Securities
- Constructive Feedback
Anna Leon Summary
- Anna Leon, based in San Francisco, CA, US, is currently a Managing Director at BMO. Anna Leon brings experience from previous roles at BMO. Anna Leon holds a 2022 - 2024 Pacific Coast Banking School. With a robust skill set that includes Wealth Management, Investments, Banking, Portfolio Management, Credit and more. Anna Leon has 2 emails and 3 mobile phone numbers on RocketReach.
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