Brian Bond Email & Phone Number
Financial Planner and Portfolio Manager @ Leverage Financial Advisory
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Brian Bond Location
- Wilmington, MA, US
Brian Bond Work
- Financial Planner and Portfolio Manager @ (February 2019 - Present)
- Adjunct Professor of Finance and Accounting @ (January 2018 - December 2022)
- Director of Finance - Hotel Commonwealth @ (December 2012 - March 2021)
- Assistant Controller @ (November 2009 - December 2012)
- Assistant Controller - Sheraton Colonial @ (June 2008 - May 2009)
- Financial Analyst @ (January 2007 - June 2008)
Brian Bond Education
- Boston University
CFP® Financial Planning Certificate Program (Financial Planning and Services)
2017-2020 - Questrom School of Business, Boston University
Master of Business Administration (MBA) (Finance)
2012-2016 - Boston University School of Hospitality Administration
Bachelor of Science (BS) (Hospitality Administration)
2003-2007
Brian Bond Skills
- Oral Communication
- Trading
- Analytical Skills
- Market Analysis
- Financial Planning
- Asset Allocation
- Behavioral Finance
- Investment Analysis
- Portfolio Risk Management
- Quantitative Analysis (Finance)
- Statistical Modeling
- Stock Market
- Stock Market Analysis
- Investments
- Portfolio Management
- Technical Analysis
- Investment Management
- Investment Strategies
- Personal Financial Planning
- Financial Advisory
- Forecasting
- Budgets
- Financial Reporting
- Financial Analysis
- Finance
- Accounting
- Budgeting
- Financial Accounting
- Managerial Finance
- Accounts Payable
- Strategic Planning
- Hospitality Industry
- Property Management
- Cash Flow
- Cash Management
- Hotel Management
- Hospitality Management
- Cash Flow Forecasting
- Commercial Real Estate
- Corporate Real Estate
- Real Estate Transactions
- Corporate Finance
- Microsoft Excel
- Management
- Public Speaking
- Capital Budgeting
- Hospitality
- Microsoft Dynamics GP
- Hotels
- Financial Management
- Data Analysis
- Estate Planning
- Financial Risk Management
- Quantitative Research
- Tax Planning
- Investment Properties
- Argus Modeling
- Financial Services
- Private Equity
- Personal Finance
Brian Bond Summary
- Brian Bond, based in Wilmington, MA, US, is currently a Financial Planner and Portfolio Manager at Leverage Financial Advisory. Brian Bond brings experience from previous roles at Boston University, Sage Hospitality, Hotel Commonwealth and Pyramid Hotel Group. Brian Bond holds a 2017 - 2020 CFP® Financial Planning Certificate Program in Financial Planning and Services @ Boston University. With a robust skill set that includes Oral Communication, Trading, Analytical Skills, Market Analysis, Financial Planning and more. Brian Bond has 3 emails and 1 mobile phone numbers on RocketReach.
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