Chris Leo Email & Phone Number
Advisor Consultant @ New York Life Investment Management
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Chris Leo Location
- Washington, DC, US
Chris Leo Work
- 2024 -now Advisor Consultant @
- 2020 -2024 First Vice President, Associate Market Manager @
- 2019 -2020 Vice President, Business Development Manager @
- 2014 -2018 Vice President, Regional Director @
- 2006 -2014 Vice President, Investment Consultant @
- 2006 -2010 Investment Specialist @
Chris Leo Education
- Yale School of Management
Certified Investment Management Analyst®
2016-2018 - Georgetown University McDonough School of Business
Master of Business Administration (MBA) (Finance and Financial Management Services)
2012-2015 - Syracuse University
Bachelors of Arts (Political Science and History)
2002-2006 - The University of New South Wales
Semester Abroad (International Development)
2005-2005
Chris Leo Skills
- Training Programs
- Stakeholder Engagement
- Lending
- Leadership
- Coaching
- Fixed Income
- Equities
- Asset Management
- Finance
- Securities
- Investment Strategies
- Investment Management
- Investments
- Mutual Funds
- Asset Allocation
- Alternative Investments
- Portfolio Management
- Wealth Management
- Hedge Funds
- Financial Services
- Retirement Planning
- Financial Advisory
- Investment Advisory
- Financial Analysis
- Series 63
- Investment Banking
- Risk Management
- Strategy
- Business Strategy
- Sales
- Sales Management
- Sales Process
- Capital Markets
- Business Development
- Financial Modeling
- Financial Planning
- Valuation
- Due Diligence
- Private Equity
- Financial Markets
- Maritime
- Negotiation
- Working with Investors
- Management
- ETFs
- Finra
- Series 6
- Series 65
- Series 7
- Boat Building
Chris Leo Summary
- Chris Leo, based in Washington, DC, US, is currently a Advisor Consultant at New York Life Investment Management. Chris Leo brings experience from previous roles at Morgan Stanley, Legg Mason and Allianz Global Investors. Chris Leo holds a 2016 - 2018 Certified Investment Management Analyst® @ Yale School of Management. With a robust skill set that includes Training Programs, Stakeholder Engagement, Lending, Leadership, Coaching and more. Chris Leo has 2 emails and 2 mobile phone numbers on RocketReach.
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