Norman Leon Email & Phone Number
Financial Analyst @ Greystone Financial Group LLC
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Norman Leon Location
- Orion charter Township, MI, US
Norman Leon Work
- 2023 -now Financial Analyst @
- 2009 -2023 Portfolio Manager and Director of Investment Research @
- 2005 -2009 Investment Analyst @
- 2001 -2005 Investment Analyst @
- 1995 -2001 Quantitative Equity Analyst @
Norman Leon Education
- University of Detroit Mercy
Bachelor's of Science (Finance)
1989-1994 - Grosse Pointe South High
High School (Finance / Computer Science)
1985-1989
Norman Leon Skills
- 401k
- Analysis
- Asset Allocation
- Capital Markets
- Due Diligence
- ETFs
- Financial Reporting
- Investment Advisory
- Investment Strategies
- Morningstar
- Mutual Funds
- Pensions
- Performance Attribution
- Portfolio Management
- Retirement Planning
- Series 65
- Tactical Asset Allocation
- Trading
- Relationship Management
- Investments
- Bloomberg
- Equities
- Strategic Financial Planning
- Financial Planning
- 401(k) Retirement Savings Plans
Norman Leon Summary
- Norman Leon, based in Orion charter Township, MI, US, is currently a Financial Analyst at Greystone Financial Group LLC. Norman Leon brings experience from previous roles at Retirement Funding Advisors LLC, Freedom One Financial Group, MFO Management Company and Munder Capital Management. Norman Leon holds a 1989 - 1994 Bachelor's of Science in Finance @ University of Detroit Mercy. With a robust skill set that includes 401k, Analysis, Asset Allocation, Capital Markets, Due Diligence and more. Norman Leon has 2 emails and 3 mobile phone numbers on RocketReach.
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