Steve Leonard Email & Phone Number
Senior Financial Advisor @ Merrill Lynch
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Steve Leonard Location
- Phoenix, AZ, US
Steve Leonard Work
- 2018 - now Senior Financial Advisor @
- 2019 - 2025 Board Member , Executive Committee, Chairman Board Nominating Committee- Term Nov. 2019-2025 @
- 2019 - 2020 Board Member - Term Dec. 2019 - 2020 @
- 2017 - 2018 Vice President @
- 2015 - 2017 Area Sales Manager @ Freedom Mortgage Corporation
- 2015 - 2015 Branch Sales Manager @
- 2010 - 2014 Lending Manager @
- 2009 - 2010 Realtor @
- 2001 - 2009 Owner - Managing Partner @
Steve Leonard Education
- Western Michigan University
Bachelor's Degree
1990 - 1995
Steve Leonard Skills
- Financial Analysis
- Real Estate
- Estate and Retirement Planning Services
- Business Development
- Business Exit Planning
- Business Consulting
- Finance and Investment
- Divorce Financial Advising
- Financial Advice
- Business Financial Strategies
- Series 66
- Series 7
- Family Wealth Management Strategies
- Wealth Management Plan Creation and Implementation
- Family Financial Advisor
- Financial Markets
- Finance
- FHA
- Business Planning
- Investment Properties
- Sales Operations
- Negotiation
- Customer Relations
- Mortgage Lending
- Sales
- Team Leadership
- Product Marketing
- First Time Home Buyers
- Credit
- Real Estate Financing
- Consumer Lending
- Professional Networking
- Short Sales
- Retail
- Business Management
- Residential Mortgages
- Customer Service
- Mortgage Banking
- Management
- Business Analysis
- Sales Management
- Banking
- Foreclosures
- Selling
- Networking
- Team Management
- Account Management
- Operations Management
- Contract Negotiation
- Coaching
- Recruiting
- Customer Experience
- Investments
- Loans
- Small Business
- Strategic Planning
- Marketing Strategy
- Residential Homes
- Team Building
- Credit Analysis
- Mortgage
- Leadership
- Profitability Analysis
- Loan Origination
- New Business Development
- Financial Services
Steve Leonard Summary
- Steve Leonard, based in Phoenix, AZ, US, is currently a Senior Financial Advisor at Merrill Lynch Wealth Management. Steve Leonard brings experience from previous roles at Habitat For Humanity Central Arizona, Stepping Stones Of Hope, The Federal Savings Bank and Freedom Mortgage Corporation. Steve Leonard holds a 1990 - 1995 Bachelor's Degree @ Western Michigan University. With a robust skill set that includes Financial Analysis, Real Estate, Estate and Retirement Planning Services, Business Development, Business Exit Planning and more. Steve Leonard has 2 emails and 1 mobile phone numbers on RocketReach.
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