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John Leonard Location
Rhode Island, United States
John Leonard Work
2019 -now Senior Vice President - Defined Contribution Practice @
2011 -2019 VP Strategic Accounts - DCIO Practice Lead @ OppenheimerFunds, Inc.
2011 -2019 Vice President - National DC Practice Leader @
2003 -2011 Head of Investment Only @
John Leonard Education
Providence College
Bachelor's degree (Marketing)
1990-1994
John Leonard Skills
401k
Series 6
Defined Benefit
Retirement
Series 63
Series 7
Separately Managed Accounts
Asset Managment
Retirement Planning
Investment Advisory
Mutual Funds
Pensions
Series 24
Asset Allocation
Defined Contribution
Qualified Retirement Plans
Alternative Investments
Darts
Asset Management
403 b
Fund Of Funds
Financial Planners
Employee Benefits
Equities
Fixed Income
Bonds
Structured Products
Roth IRA
401k Rollovers
Investments
Institutional
Portfolio Management
Institutional Investments
IRAs
Wealth Management
Financial Advisory
Investment Strategies
Investment Management
ERISA
Retirement Plan Consulting
Separately Managed
Retirement Plan
Strategic Planning
Financial Analysis
Qualified Retirement
Business Development
Project Management
Change Management
John Leonard Summary
John Leonard, based in Rhode Island, United States, is currently a Senior Vice President - Defined Contribution Practice at PIMCO. John Leonard brings experience from previous roles at OppenheimerFunds, Inc., OppenheimerFunds and DWS Group. John Leonard holds a 1990 - 1994 Bachelor's degree in Marketing @ Providence College. With a robust skill set that includes 401k, Series 6, Defined Benefit, Retirement, Series 63 and more. John Leonard has 5 emails and 4 mobile phone numbers on RocketReach.
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