Dan Leonard Email & Phone Number
Financial Planning Analyst @ Anchor Wealth Management
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Dan Leonard Location
- Rockford, IL, US
Dan Leonard Work
- 2018 -now Financial Planning Analyst @
- 2003 -2018 Investment Analyst @
- 2002 -2002 Intern @
Dan Leonard Education
- Northern Illinois University
Bachelor of Science (Finance)
1999-2003
Dan Leonard Skills
- Financial Modeling
- Portfolio Management
- Financial Analysis
- Asset Allocation
- Equity Analysis
Dan Leonard Summary
- Dan Leonard, based in Rockford, IL, US, is currently a Financial Planning Analyst at Anchor Wealth Management. Dan Leonard brings experience from previous roles at Byron Bank and Morgan Stanley. Dan Leonard holds a 1999 - 2003 Bachelor of Science in Finance @ Northern Illinois University. With a robust skill set that includes Financial Modeling, Portfolio Management, Financial Analysis, Asset Allocation, Equity Analysis and more. Dan Leonard has 2 emails and 2 mobile phone numbers on RocketReach.
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