Gregory Leo's Location
New York, NY, US
Gregory Leo's Work
- Wealth Management Consultant @ Paccar
- Chief Investment Officer Global Wealth Management @ IDB Bank
- Chief Investment Officer @ Santander Bank, N.A.
- Chief Investment Officer Wealth Management @ Waypoint Bank
- Portfolio Manager @ Mellon Bank
Gregory Leo's Education
- Penn State University
(Business)
Gregory Leo's Skills
- Asset Management
- Banking
- Asset Allocation
- Microsoft Excel
- Fixed Income
- Wealth Management
- Private Banking
- Risk Management
- Investments
- Capital Markets
Gregory Leo's Summary
Gregory Leo, based in New York, NY, US, is currently a Wealth Management Consultant at Self., bringing 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 contributes valuable insights to the industry. Gregory Leo has 1 email on RocketReach.
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