Dani Mcleod Email & Phone Number
Director Business Development and Client Service @ Leading Edge Investment Advisors
Dani Mcleod's Location
Casa Grande, AZ, US
Dani Mcleod's Work
- Director Business Development and Client Service @ Leading Edge Investment Advisors
- Sr. Vice President - Client Services @ Northern Trust Global Advisors
- Trust Operations Group Leader and Marketing Assistant @ Citytrust Bank
Dani Mcleod's Education
- Sacred Heart University1999 - 2002
Dani Mcleod's Skills
- Asset Allocation
- Investments
- Asset Managment
- Hedge Funds
- ETFs
- Financial Services
- Pension Funds
- Fixed Income
- Strategic Financial Planning
- Financial Modeling
Dani Mcleod's Summary
Dani McLeod, based in Casa Grande, AZ, US, is currently a Director Business Development and Client Service at Leading Edge Investment Advisors, LLC, bringing experience from previous roles at Northern Trust Global Advisors and Citytrust Bank. Dani McLeod holds a 1999 - 2002 Sacred Heart University. With a robust skill set that includes Asset Allocation, Investments, Asset Managment, Hedge Funds, ETFs and more, Dani McLeod contributes valuable insights to the industry. Dani McLeod has 2 emails on RocketReach.
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