Daniel Leo

Daniel Leo Email and Phone Number

Finance professional with a passion for analysis recent certification from Cornell in Commercial Real Estate @ Commercial Real Estate
Daniel Leo's Location
Greater Phoenix Area, United States, United States
About Daniel Leo

Daniel Leo is a Finance professional with a passion for analysis recent certification from Cornell in Commercial Real Estate at Commercial Real Estate. He possess expertise in cash flow analysis, fixed income, fundamental analysis, technical analysis, retirement planning and 30 more skills.

Daniel Leo's Current Company Details
Commercial Real Estate

Commercial Real Estate

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Finance professional with a passion for analysis recent certification from Cornell in Commercial Real Estate
Daniel Leo Work Experience Details
  • Commercial Real Estate
    Financial Analyst - Recent Graduate
    Commercial Real Estate 2018 - Present
    Us
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  • Merrill Edge
    Avp
    Merrill Edge Dec 2013 - Aug 2017
    High Net Worth Private Broker/ Trade Support/ Investment Specialist & Advisor - Registered Series 7 & 66
    View
  • Charles Schwab & Co
    Stockbroker
    Charles Schwab & Co Nov 2012 - Dec 2013
    Registered Series 7 & 63 - Active Trade Broker - SME Options & Active Trade Strategies•“Client Champion” Receiving multiple accolades by clients and management for my service
  • Volt Technical Resources
    Technical Recruiter
    Volt Technical Resources Apr 2012 - Oct 2012
    Self-managed day to meet goals & utilized creative thinking in order to achieve success

Daniel Leo Skills

Cash Flow Analysis Fixed Income Fundamental Analysis Technical Analysis Retirement Planning Financial And Operational Modeling Sales Financial Planning Trade Support Portfolio Management Financial Modeling Hold Series 66 Hold Series 7 Investments Finance Investor Relations Customer Relationship Management Investment Advisory Financial Services Wealth Management Investment Brokerage Mutual Funds Investment Sales Equity Research High Net Worth Individuals Investment Strategies Microsoft Excel Investment Advisory Services Financial Analysis Investor Relations Support Stock Market Analysis Investment Portfolios Equity Derivatives Return On Investment Analysis Options

Daniel Leo Education Details

  • Cornell University
    Cornell University
    Commercial Real Estate
  • Penn State University
    Penn State University
    Finance

Frequently Asked Questions about Daniel Leo

What company does Daniel Leo work for?

Daniel Leo works for Commercial Real Estate

What is Daniel Leo's role at the current company?

Daniel Leo's current role is Finance professional with a passion for analysis recent certification from Cornell in Commercial Real Estate.

What schools did Daniel Leo attend?

Daniel Leo attended Cornell University, Penn State University.

What skills is Daniel Leo known for?

Daniel Leo has skills like Cash Flow Analysis, Fixed Income, Fundamental Analysis, Technical Analysis, Retirement Planning, Financial And Operational Modeling, Sales, Financial Planning, Trade Support, Portfolio Management, Financial Modeling, Hold Series 66.

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