Client Management @ (February 2018 - October 2021)
Head of Investment Research and Analytics, Investment Committee Member @ Burnham Gibson Wealth Advisors (November 2011 - February 2018)
Senior Analyst, Investment Committee Member @ R.T. Jones Capital Equities Management, Inc. (March 2009 - November 2011)
Brian Leonard Education
Saint Louis University
Bachelor’s Degree (Finance / Investments)
2004-2005
Brian Leonard Skills
Adobe Creative Suite
Algorithm Design
Algorithm Optimization
Alternative Investments
Animation
Asset Allocation
Asset Management
Asset Managment
Banking
Blender
Business Strategy
Cyber-security
Due Diligence
Engineering
Equities
Financial Analysis
Financial Modeling
Fixed Income
Flash Animation
Forecasting
GIMP
Graphic Design
Investment Strategies
Investments
Java
Microsoft Excel
Mutual Funds
MySQL
PHP
Portfolio Management
Programming Languages
Python
Python (Programming Language)
Risk Management
Series 63
Series 65
Series 7
Software Design
Software Development
Strategic Planning
Swift
TradeStation
Trading
Valuation
Visual Basic
Wealth Management
Website Development
Xcode
iOS Development
Cyber Security
Brian Leonard Summary
Brian Leonard, based in Newport Beach, CA, US, is currently a Chief Executive Officer at sentAIent. Brian Leonard brings experience from previous roles at Alpha Quant Analytics, PIMCO, Burnham Gibson Wealth Advisors and R.T. Jones Capital Equities Management, Inc.. Brian Leonard holds a 2004 - 2005 Bachelor’s Degree in Finance / Investments @ Saint Louis University. With a robust skill set that includes Adobe Creative Suite, Algorithm Design, Algorithm Optimization, Alternative Investments, Animation and more. Brian Leonard has 4 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Brian Leonard?
Find contact details for 700 million professionals.