2011 -
2018 Head of Investment Research and Analytics, Investment Committee Member @ Burnham Gibson Wealth Advisors
2009 -
2011 Senior Analyst, Investment Committee Member @ R.T. Jones Capital Equities Management, Inc.
2006 -
2009 Credit Analyst @
Brian Leonard Education
Saint Louis University
Bachelor’s Degree (Finance / Investments)
2004
-
2005
Brian Leonard Skills
Alternative Investments
Series 63
Algorithm Optimization
Website Development
GIMP
Banking
Software Design
Fixed Income
Flash Animation
Tradestation
Valuation
Graphic Design
Portfolio Management
Financial Modeling
Animation
Forecasting
Investments
Strategic Planning
Asset Allocation
Xcode
Swift
Asset Managment
Equities
Wealth Management
Mutual Funds
Visual Basic
iOS development
Algorithm Design
Java
Investment Strategies
Cyber Security
Risk Management
Microsoft Excel
Asset Management
PHP
Financial Analysis
Python
Business Strategy
Due Diligence
Trading
Software Development
Adobe Creative Suite
Blender
Series 65
Programming Languages
Series 7
MySQL
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 Alternative Investments, Series 63, Algorithm Optimization, Website Development, GIMP and more. Brian Leonard has 3 emails and 3 mobile phone numbers on RocketReach.
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