Gregory Leo Location
New York, NY, US
Gregory Leo Work
- 2024 - now Wealth Management Consultant @ Self.
- 2010 - 2024 Chief Investment Officer Global Wealth Management @ IDB Bank
- 2005 - 2010 Chief Investment Officer @ Santander Bank, N.A.
- 1998 - 2005 Chief Investment Officer Wealth Management @ Waypoint Bank
- 1990 - 1998 Portfolio Manager @ Mellon Bank
Gregory Leo Education
- Penn State University
(Business)
Gregory Leo Skills
- Asset Management
- Banking
- Asset Allocation
- Microsoft Excel
- Fixed Income
- Wealth Management
- Private Banking
- Risk Management
- Investments
- Capital Markets
Gregory Leo Summary
Gregory Leo, based in New York, NY, US, is currently a Wealth Management Consultant at Self.. Gregory Leo brings experience from previous roles at IDB Bank, Sovereign Bank, Waypoint Bank and Mellon Bank. Gregory Leo holds a Penn State University. With a robust skill set that includes Asset Management, Banking, Asset Allocation, Microsoft Excel, Fixed Income and more. Gregory Leo has 1 mobile phone numbers on RocketReach.
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