Bryce Leone Email & Phone Number

Seattle, Washington, United States

Seattle, Washington, United States

My primary focus is to simplify the complexities created by wealth. As a fee-only Registered Investment Advisor (RIA), we operate as a fiduciary on behalf of our clients. Guided by the personal and financial goals of the client, we develop a customized wealth plan incorporating aspects such as estate and trust planning, tax planning, business succession.

San Francisco Bay Area

• Created and operated a low volume/high margin online sticker and apparel company, through adhering to an extensive self-written business plan. achieved massive growth from 3 products to 45 ranging from stickers.
• Learned about small business marketing by creating a potential customer base of 5,000 people through strategic social media posting (Instagram and Facebook). Send out monthly newsletters to highlight events with my.
• Utilized Google Analytics to find trends within the car community and capitalized on these trends by producing stickers and apparel. Self-taught HTML to create a newsletter signup page for my website.

Seattle, Washington, United States

• Onboard an average of 20 net new client portfolios daily with a running total AUM of $2,951,466,032.46
• Manage a five-step client onboarding process from start to finish under strict daily deadlines
• Communicate with multiple teams across the organization to ensure accuracy and success of newly onboarded accounts
• Design a new UI to increase the overall efficiency of onboarding new clients by 30%
• Plan and lead weekly team meeting segments to educate team on current market trends
• Pilot a new affinity group to raise awareness of the LGBTQ+ community in finance

Chico, California Area

- Working with students, teachers, and faculty to help them with any financial question regarding loans, budgeting, credit score, retirement planning, and refinancing. - Shadowed certified RIA's during Chico Financial Planning Day where we hosted a free clinic to the community of Chico

Greater Chicago Area

• Represented Chico State University in a trading challenge against 411 other teams from 26 countries investing in futures and commodities while familiarizing myself with the CQG software. Attended the Day of Market.

Portolla Valley, California

• First-hand look into the commercial real estate investment business at a company that manages a portfolio of nine properties within in the Bay Area valued at 300 Million
• Reviewed and analyzed lease agreements with senior management and lawyers regarding tenant renewals and tenant improvements
• Attended monthly meetings with the management of the Park James Hotel, implementing ideas to improve transactional efficiency
• Researched current and new market trends and investment opportunities, specifically opportunity zones within the Bay Area

• Scanned the S&P 500 daily to collect a list of stocks that fit Thompson Investments’ strategy which helped contribute to a 2% return during the summer quarter of 2019
• Researched relevant financial topics to write weekly articles for the company LinkedIn page such as IRA, 401k, Technical Analysis, Long Term Investments, and Real Estate Investing

Osaka, Japan

• Gained valuable insights into working with diverse individuals from rural Osaka that had little to no English skills
• Assisted owner with collection and processing of payments, developing a high-level understanding of the Yen

Sunnyvale, California

• Managed a diverse team of 15 gate-guards, most being high school aged kids from the Sunnyvale area
• Developed 15 gate-guards, coached employees one-on-one, and led weekly team meetings
• Advertised, recruited, interviewed, trained and developed 15 representatives to manage the pool area