Brian Leonard Email and Phone Number
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I am the Chief of Staff for the Payments division at JPMorgan Chase, a global leader in providing payment solutions that handle over $6 trillion in daily transactions. With over 25 years of experience in the financial services industry, I have a Bachelor of Business Administration in Accounting and a strong background in process improvement and business analysis.My role involves overseeing the execution of strategic initiatives, budget management, headcount growth, and c-suite presentations for a diverse and dynamic segment. As an agile transformation expert, I have led complex global projects, delivered process improvement, and enabled cross-functional teams to adopt agile methodologies and best practices. My mission is to create value for the organization and its clients by leveraging my analytical skills, collaborative leadership style, and domain expertise in payments. I am passionate about empowering and enabling my team and stakeholders to achieve their goals and vision.
Jpmorgan Chase & Co.
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Chief Of Staff - PaymentsJpmorgan Chase & Co. Mar 2021 - PresentNew York, Ny, Us
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Agile Transformation LeadJpmorgan Chase & Co. Jan 2019 - Mar 2021New York, Ny, Us
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Lead Business System AnalystJpmorgan Chase & Co. Jan 2018 - Mar 2021New York, Ny, Us
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Compliance, Control Room Global Program LeadBarclays 2016 - Sep 2017London, Gb -
Vp Compliance TechnologyBarclays Jun 2013 - Sep 2017London, GbBusiness analysis manager, Compliance technology.
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PresidentBrian Leonard Management Inc. Oct 2010 - Jun 2013-Experienced functional BA with cross-product expertise in P&L and reconciliation processes and systems-Unique skillset gained from a blend of both RTB and CTB experience -Able to quickly understand and define business requirements for reconciliations and reporting needs-Effective communicator and user representative for technology and process improvement projects-Works effectively with front office, middle office and back-office personnel at all levels-Ten (10) years of experience managing daily & monthly P&L and reporting functions
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Client Services Manager - Client AccountingDonovan Data Systems Nov 2008 - Oct 2010I manage a team of six analysts providing tier one support to external clients. The team focuses on Client Accounting and provides value added support to the end user.During my time at DDS, I worked to implment department wide reporting metrics. Data is mined from the company's ticketing and phone system and pulled into Excel and Power Point for analysis and presentation. -
Client Services ManagerLehman Brothers Oct 2005 - Oct 2008UsWorked as part of the team that implemented the Run the Bank/Change the Bank technology reorganization.Managed the start up of the US Client Services groupManaged a group of three providing Level 1 support for the P&L systems (cash and derivatives) and the Global Funding SystemCreated and delivered training programs for the P&L and Global Funding SystemsManaged the small enhancements and systems maintenance for the P&L and Global Funding Systems -
Systems AdminLehman Brothers Oct 2005 - Apr 2008UsGFS Systems Admin
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Senior Product ControllerCibc World Markets Jan 2004 - Oct 2005Toronto, On, CaCreated the architecture for the new Index Arbitrage P&L database Worked with accounting group to reconcile P&L results to G/L Perform daily price verification for Index and Stat Arb Consistently received high marks from internal and external auditors Maintained high level of control for eleven Equity Arbitrage portfolios Provided all documentation for SOX reporting for Index Arbitrage and Statistical Arbitrage desks. -
AnalystDresdner Kleinwort Nov 2000 - Sep 2002Frankfurt Am Main, Hessen, DeCalculated and signed off on daily MTM P&L and fair value P&L Prepared yearly Budget and Forecast for Frankfurt home office Created Excel Macros to automatically import trade level data and calculate P&L Performed U.S. month end and year end close Reconciled P&L results to the G/L and with the Frankfurt home office -
Risk Arbitrage Product ControllerBear Stearns Aug 1998 - Nov 2000Dealt directly with Traders on issues relating to position and P&L Track all active deals and maintain life to date P&L on important deals Track and Priced When Issued securities and their P&L for settling deals Acted as liaison between trading desk and financial reporting
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AccountantMorgan Stanley Jul 1994 - Nov 1996New York, Ny, UsCalculated daily Net Asset Value and P&L Performed month end and year end close for limited partnerships Generated monthly Balance Sheet and Income statements Created quarterly and year end Statement of Cash Flows, 10Q's and 10K's -
Mutual Fund AccountantNeuberger Berman Mar 1993 - Jul 1994New York, Ny, UsPerformed monthly and year end close for money market and balanced fund Reported fund statistics to outside analytical companies Calculated daily Net Asset Value
Brian Leonard Skills
Brian Leonard Education Details
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Baruch CollegeAccounting -
Xaverian High SchoolGeneral Studies
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St. EphremGeneral
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Baruch CollegeAccounting
Frequently Asked Questions about Brian Leonard
What company does Brian Leonard work for?
Brian Leonard works for Jpmorgan Chase & Co.
What is Brian Leonard's role at the current company?
Brian Leonard's current role is Chief Of Staff - Payments @ JPMorgan Chase & Co. | Business Reviews, Analytical Skills.
What is Brian Leonard's email address?
Brian Leonard's email address is br****@****ail.com
What is Brian Leonard's direct phone number?
Brian Leonard's direct phone number is +171883*****
What schools did Brian Leonard attend?
Brian Leonard attended Baruch College, Xaverian High School, St. Ephrem, Baruch College.
What skills is Brian Leonard known for?
Brian Leonard has skills like Business Analysis, Derivatives, Equities, Management, Financial Reporting, Analysis, Project Management, Budgets, Portfolio Management, Financial Services, Accounting, Trading.
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