Fernando Leonardo
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Fernando Leonardo Email & Phone Number

Investment Performance Analyst at Benefit Financial Services Group (BFSG) at Benefit Financial Services Group (BFSG)
Location: Irvine, California, United States 3 work roles 1 school
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Current company
Benefit Financial Services Group (BFSG)
Role
Investment Performance Analyst at Benefit Financial Services Group (BFSG)
Location
Irvine, California, United States
Company size
24 employees

Who is Fernando Leonardo? Overview

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Quick answer

Fernando Leonardo is listed as Investment Performance Analyst at Benefit Financial Services Group (BFSG) at Benefit Financial Services Group (BFSG), a company with 24 employees, based in Irvine, California, United States. AeroLeads shows a matched LinkedIn profile for Fernando Leonardo.

Fernando Leonardo previously worked as Investment Performance Analyst at Benefit Financial Services Group (Bfsg) and Investor Reporting Analyst at Acra Lending. Fernando Leonardo holds Bachelor Of Business Administration - Bba, Finance, General, Junior from California State University, Fullerton.

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Benefit Financial Services Group (BFSG)

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Profile bio

About Fernando Leonardo

I am an experienced Investment Research Analyst at Benefit Financial Service Group (BFSG) that focus on the institutional retirement planning who manages and provides retirement solutions for organizations and their employees. We encompass a range of financial services, including designing, implementing, and administering retirement plans for businesses, governments, and non-profit organizations.We take on fiduciary responsibility, reducing administrative burdens, driving cost savings, and optimizing retirement plan returns for our clients. Our goal is to simplify plan management while ensuring compliance and optimizing outcomes, allowing businesses to focus on what they do best. At BFSG, we are dedicated to protecting our clients' interests and delivering value through expert guidance and maximize plan performance while empowering participants to achieve their retirement goals.

Listed skills include Leadership, Presentation Skills, Cash Flow Analysis, Public Speaking, and 22 others.

Current workplace

Fernando Leonardo's current company

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Benefit Financial Services Group (BFSG)
Benefit Financial Services Group (Bfsg)
Investment Performance Analyst at Benefit Financial Services Group (BFSG)
irvine, california, united states
Website
bfsg.com
Employees
24
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3 roles

Fernando Leonardo work experience

A career timeline built from the work history available for this profile.

Investor Reporting Analyst

Acra Lending

Lake Forest, California, United States

Oct 2022 - Apr 2023
Team & coworkers

Colleagues at Benefit Financial Services Group (BFSG)

Other employees you can reach at bfsg.com. View company contacts for 24 employees →

SY Steven Yamshon Steven Yamshon Colleague at Benefit Financial Services Group (Bfsg) United States, United States View → HV Henry Vanbuskirk, Cfp® Henry Vanbuskirk, Cfp® Colleague at Benefit Financial Services Group (Bfsg) Irvine, California, United States, United States View → ES Erin Schneider Erin Schneider Colleague at Benefit Financial Services Group (Bfsg) Irvine, California, United States, United States View → NM Nomfundo Millicent Nomfundo Millicent Colleague at Benefit Financial Services Group (Bfsg) Pretoria, Gauteng, South Africa, South Africa View → PH Paul Horn Paul Horn Colleague at Benefit Financial Services Group (Bfsg) Irvine, California, United States, United States View → CA Chad A. Noorani Chad A. Noorani Colleague at Benefit Financial Services Group (Bfsg) Irvine, California, United States, United States View → PD Patrick D. Powers, Cfa, Cpa/Pfs, Cfp Patrick D. Powers, Cfa, Cpa/Pfs, Cfp Colleague at Benefit Financial Services Group (Bfsg) Anaheim, California, United States, United States View → ML Mark L. Blom, Cfp® Mark L. Blom, Cfp® Colleague at Benefit Financial Services Group (Bfsg) Phoenix, Arizona, United States, United States View → IT Irene Tong, Cfa® Irene Tong, Cfa® Colleague at Benefit Financial Services Group (Bfsg) Tustin, California, United States, United States View → TS Tina Schackman, Cfa®, Cfp® Tina Schackman, Cfa®, Cfp® Colleague at Benefit Financial Services Group (Bfsg) Irvine, California, United States, United States View →
1 education record

Fernando Leonardo education

FAQ

Frequently asked questions about Fernando Leonardo

Quick answers generated from the profile data available on this page.

What company does Fernando Leonardo work for?

Fernando Leonardo works for Benefit Financial Services Group (BFSG).

What is Fernando Leonardo's role at Benefit Financial Services Group (BFSG)?

Fernando Leonardo is listed as Investment Performance Analyst at Benefit Financial Services Group (BFSG) at Benefit Financial Services Group (BFSG).

Where is Fernando Leonardo based?

Fernando Leonardo is based in Irvine, California, United States while working with Benefit Financial Services Group (BFSG).

What companies has Fernando Leonardo worked for?

Fernando Leonardo has worked for Benefit Financial Services Group (Bfsg), Acra Lending, and Habana Restaurant.

Who are Fernando Leonardo's colleagues at Benefit Financial Services Group (BFSG)?

Fernando Leonardo's colleagues at Benefit Financial Services Group (BFSG) include Steven Yamshon, Henry Vanbuskirk, Cfp®, Erin Schneider, Nomfundo Millicent, and Paul Horn.

How can I contact Fernando Leonardo?

You can use AeroLeads to view verified contact signals for Fernando Leonardo at Benefit Financial Services Group (BFSG), including work email, phone, and LinkedIn data when available.

What schools did Fernando Leonardo attend?

Fernando Leonardo holds Bachelor Of Business Administration - Bba, Finance, General, Junior from California State University, Fullerton.

What skills is Fernando Leonardo known for?

Fernando Leonardo is listed with skills including Leadership, Presentation Skills, Cash Flow Analysis, Public Speaking, Corporate Finance, Sales, Data Analysis, and Business Analysis.

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