Tom Leonard Email & Phone Number
Senior Vice President, Private Wealth Advisor @ U.S. Bank
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Tom Leonard Location
- West Palm Beach, FL, US
Tom Leonard Work
- 2025 - now Senior Vice President, Private Wealth Advisor @
- 2018 - 2025 Vice President and Senior Private Banker BMO Private Bank @
- 2016 - 2018 Vice President and Private Banker TD Bank @
- 2014 - 2016 Vice President and Senior Private Banker BMO Private Bank @
- 2010 - 2014 Private Banker @
Tom Leonard Education
- Michigan State University
Master of Business Administration (Finance)
- University of Michigan
Bachelor of Arts (Economics)
Tom Leonard Skills
- Financial Analysis
- Portfolio Management
- Commercial Lending
- Banking
- Mortgage Lending
- Loans
- Retail Banking
- Credit
- Credit Analysis
- Private Banking
- Commercial Banking
- Credit Risk
- Risk Management
- Consumer Lending
- 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 Financial Analysis, Portfolio Management, Commercial Lending, Banking, Mortgage Lending and more. Tom Leonard has 2 emails and 1 mobile phone numbers on RocketReach.
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