Chris Leavy Email & Phone Number
Complex Manager @ Raymond James
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Chris Leavy Location
- Congers, NY, US
Chris Leavy Work
- Complex Manager @ (April 2015 - Present)
- Complex Manager @ Wells Fargo Advisors, LLC (June 2005 - July 2014)
- Branch Manager @ (January 2004 - June 2005)
- Branch Manager and Finanical Advisor @ (January 1998 - January 2002)
- Branch Manager @ (January 1991 - January 1997)
- Financial Advisor @ (January 1989 - January 1991)
- Financial Advisor @ Oppenehimer & Co (January 1984 - February 1988)
Chris Leavy Education
- State University of New York College at Buffalo
BS (Bachelor of Science)
1977-1978 - State University of New York College at Oswego
(Rugby)
1974-1976
Chris Leavy Skills
- Branch Management
- Financial Advisory
- New Business Development
- Wealth Preservation Planning
- Investment Strategies
- Retirement Planning
- Asset Allocation
- Investments
- Financial Services
- Asset Management
- Financial Planning
- Mutual Funds
- Portfolio Management
- Recruiting
- Business Development
- Team Building
- Wealth Management
- Leadership
- Public Speaking
- Wealth Preservation
- Microsoft Office
- Financial Analysis
- Project Management
Chris Leavy Summary
- Chris Leavy, based in Congers, NY, US, is currently a Complex Manager at Raymond James & Associates. Chris Leavy brings experience from previous roles at Wells Fargo Advisors, LLC, Wells Fargo Advisors, Wheat First Union and Paine Webber. Chris Leavy holds a 1977 - 1978 BS in Bachelor of Science @ State University of New York College at Buffalo. With a robust skill set that includes Branch Management, Financial Advisory, New Business Development, Wealth Preservation Planning, Investment Strategies and more. Chris Leavy has 1 emails on RocketReach.
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