Advisory Board Member @ (September 2017 - Present)
Senior Vice President -Wealth Management @ (April 2011 - March 2016)
Senior Vice President PFS Investment Solutions Groups @ (September 1999 - April 2011)
Partner @ Castlebridge Advisors Inc. (March 1996 - June 1999)
Vice President @ Nomura Securities International, Chicago, IL (July 1994 - January 1996)
Vice President @ Spear Leeds and Kellogg LP. (January 1988 - October 1991)
Senior Trader and Risk Manager @ O'Connor and Associates (January 1982 - January 1988)
Mike Leon Education
University of Wisconsin-Madison
Bachelor's degree (Economics)
1978-1982
University of Wisconsin-Madison
Mike Leon Skills
Capital Markets
Series 7
Hedging
Hedge Funds
Strategic Planning
Derivatives
Options
Marketing
Investment Strategies
Management
Fixed Income
Sales
Investments
Equities
Business Strategy
Asset Allocation
Investment Management
Portfolio Management
Wealth Management
Customer Service
Securities
Asset Managment
Financial Markets
Asset Management
Trading
Alternative Investments
Mike Leon Summary
Mike Leon, based in Chicago, IL, US, is currently a Managing Director Business Development at Athena Investor Services. Mike Leon brings experience from previous roles at MMJ Investment Partnership, REX Shares, LLC, Northern Trust Corporation and Northern Trust. Mike Leon holds a 1978 - 1982 Bachelor's degree in Economics @ University of Wisconsin-Madison. With a robust skill set that includes Capital Markets, Series 7, Hedging, Hedge Funds, Strategic Planning and more. Mike Leon has 2 emails and 1 mobile phone numbers on RocketReach.
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