Brian De Leon Email & Phone Number
Who is Brian De Leon? Overview
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Brian De Leon is listed as Vice President, Banker at J.P. Morgan Private Bank, based in Summit, New Jersey, United States. AeroLeads shows a matched LinkedIn profile for Brian De Leon.
Brian De Leon previously worked as Vice President at Jpmorgan Chase & Co. and Associate at Jpmorgan Chase & Co.. Brian De Leon holds Bachelor Of Science (B.S.), Finance And Economics from Babson College.
Email format at J.P. Morgan Private Bank
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About Brian De Leon
As a Vice President and Banker at J.P. Morgan Private Bank, I work closely with business owners, entrepreneurs, founders, C-suite executives, members of the tech ecosystem and other innovators whose personal wealth has evolved to more sophisticated sets of objectives. I serve as an advocate to help them navigate a breadth of capabilities that can transform ambition and hard work into financial freedom.I recognize that clients seek an advisor they can relate to, someone who understands the business world and can help alleviate the stress of wealth management decisions. I take a concierge approach, investing time to learn what matters most to each individual and presenting tailored strategies that align with these critical goals. The firm’s specialists underscore my recommendations for portfolio management, tax and estate planning, business succession, risk mitigation, diversification, lending, philanthropic gifting and more. I have a talent for solving complex issues and a drive to give clients the confidence that their wealth is being handled carefully.
Brian De Leon's current company
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Brian De Leon work experience
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Vice President, Banker
Current- J.P. Morgan Private Bank offers brokerage & advisory investment products and services through J.P. Morgan Securities LLC (“JPMS”), member FINRA & SIPC. Bank products and services, including bank managed investments &.
- NOT A DEPOSIT
- NOT FDIC INSURED
- NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
- NO BANK GUARANTEE
- MAY LOSE VALUE Opinions and comments may not reflect those of JPM or its affiliates. Content is intended for US residents, and should not be considered a recommendation or endorsement by JPM for any product, service or.
Vice President
Associate
Leveraged Finance Underwriting Group
Assistant Vice President Middle Market Credit
Portfolio Management Officer - Middle Market Credit Analyst
- Completed the Global Commercial Banking Analyst credit training program, with a focus on financial statement analysis, loan structuring, and financial modeling
- Underwrite credit deals for companies earning between $50MM and $2B in annual revenue
Global Commercial Banking Training Program
Completed Bank of America's formal credit training program which included courses in financial modeling (training the street), loan structuring, financial accounting, and writing development.
Co Founder
Co Founded running club in Wellesley, MA responsible for the development of middle school running talent by using experience as college athlete and drive for sports
Athletics
Studying Finance And Economics
Summer Associate
Head Lifeguard
Help manage lifeguard staff by organizing time schedules and bringing good energy to the team. In charge of opening and closing the pool, chemicals, and daily maintenance work.
Brian De Leon education
Bachelor Of Science (B.S.), Finance And Economics
High School Diploma
Frequently asked questions about Brian De Leon
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What company does Brian De Leon work for?
Brian De Leon works for J.P. Morgan Private Bank.
What is Brian De Leon's role at J.P. Morgan Private Bank?
Brian De Leon is listed as Vice President, Banker at J.P. Morgan Private Bank.
Where is Brian De Leon based?
Brian De Leon is based in Summit, New Jersey, United States while working with J.P. Morgan Private Bank.
What companies has Brian De Leon worked for?
Brian De Leon has worked for J.P. Morgan Private Bank, Jpmorgan Chase & Co., Credit Suisse, Bank Of America Merrill Lynch, and Beaver Running Club.
How can I contact Brian De Leon?
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What schools did Brian De Leon attend?
Brian De Leon holds Bachelor Of Science (B.S.), Finance And Economics from Babson College.
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