Vice President and Senior Private Banker BMO Private Bank @ (November 2018 - July 2025)
Vice President and Private Banker TD Bank @ (October 2016 - November 2018)
Vice President and Senior Private Banker BMO Private Bank @ (July 2014 - October 2016)
Private Banker @ (February 2010 - July 2014)
Tom Leonard Education
Michigan State University
Master of Business Administration (Finance)
University of Michigan
Bachelor of Arts (Economics)
Tom Leonard Skills
Banking
Commercial Banking
Commercial Lending
Consumer Lending
Credit
Credit Analysis
Credit Risk
Financial Analysis
Loans
Mortgage Lending
Portfolio Management
Private Banking
Retail Banking
Risk Management
Small Business Lending
Customer Relations
Strategic Planning
Business Strategy
Market Analysis
Series 7
Asset Allocation
Process Improvement
Analytics
Analysis
Wealth Management
Economics
Business Analysis
Compliance
Product Management
Competitive Analysis
Risk
Financial Markets
Investments
Mutual Funds
Asset Management
Quantitative Analysis
Business Planning
Financial Reporting
Tom Leonard Summary
Tom Leonard, based in West Palm Beach, FL, US, is currently a Senior Vice President, Private Wealth Advisor at U.S. Bank. Tom Leonard brings experience from previous roles at BMO Harris Bank, TD and Comerica Bank. Tom Leonard holds a Master of Business Administration in Finance @ Michigan State University. With a robust skill set that includes Banking, Commercial Banking, Commercial Lending, Consumer Lending, Credit and more. Tom Leonard has 2 emails and 2 mobile phone numbers on RocketReach.
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