Jeffrey Leone Email & Phone Number

Baltimore, Md, Us

Act as a dedicated and ethical representative of American Century in the assigned territory, building strong relationships with financial advisors – warehouse, independents, banks, and RIAs. Promote and present diverse investment products, providing reliable and trusted investment solutions. Engage with clients through various channels, ensuring continuous and effective communication. Find great satisfaction in upholding a positive and diligent work ethic that motivates others to achieve… Show more Act as a dedicated and ethical representative of American Century in the assigned territory, building strong relationships with financial advisors – warehouse, independents, banks, and RIAs. Promote and present diverse investment products, providing reliable and trusted investment solutions. Engage with clients through various channels, ensuring continuous and effective communication. Find great satisfaction in upholding a positive and diligent work ethic that motivates others to achieve success. • Secured Top 10 rankings in activity metrics, including call reports, in-person meetings, and WebEx/Zoom sessions for five consecutive years.• One of organization’s top wholesalers for Large Growth ETF QGRO, awarded for Top 10 net sales in 2022 and maintaining positive net sales in 2019, 2020, and 2022. • Demonstrated 100% ease in presenting complex financial solutions and ideas to clients on behalf of the company without needing additional assistance.• Earned high regard as a trusted and passionate presenter, providing expert advice to financial advisors.• Maintained a strong grasp of market trends and investment opportunities to deliver relevant, up-to-date information to clients, earning Top Ten in NET investments in 2019 and remaining NET positive in 2020 and 2022-2024.• Ensured all interactions and representations were conducted honestly and ethically, upholding the integrity of the American Century and fostering long-term client trust. Show less

Maryland, Dc, Virginia

Marketed Fred Alger's growth mutual funds to financial advisors across all channels (Banks, Wires, Independents, and Edward Jones) throughout MD, DC, and VA. Grew market share within the assigned territory each year, attaining a #3 ranking in 2017 per Market Metrics. Functioned as Alger’s DCIO in the territory, forging lasting connections with 401(k) wholesalers – Mass Mutual, ADP, Nationwide, Transamerica, and Ascenus.• Achieved #1 ranking in activity, including discrete and overall… Show more Marketed Fred Alger's growth mutual funds to financial advisors across all channels (Banks, Wires, Independents, and Edward Jones) throughout MD, DC, and VA. Grew market share within the assigned territory each year, attaining a #3 ranking in 2017 per Market Metrics. Functioned as Alger’s DCIO in the territory, forging lasting connections with 401(k) wholesalers – Mass Mutual, ADP, Nationwide, Transamerica, and Ascenus.• Achieved #1 ranking in activity, including discrete and overall meetings from 2013 to 2017, representing outstanding work ethic and commitment to reaching the highest standards of achievement. • Fortified relationships with 200+ producers managing $1M+ in total AUM, driving significant growth in Alger product sales.• Accomplished Alger wholesaler rankings for production – #11 in 2013, #8 in 2014, #4 in 2015, #6 in 2016, and #5 in 2017, exceeding $1B in sales.• Honored as one of four wholesalers receiving Profit Sharing for Premier Product Production in 2014, 2015, 2016, and 2017, remaining in the Top Five in production every year. • Earned widespread respect for being an exceptional public speaker, sustaining high activity levels, and demonstrating a positive attitude and eagerness to excel. Show less

Richmond, Virginia Area

Sold Hartford Annuities (variable, immediate, fixed, indexed) to 4K+ advisors across Virginia, covering all channels – banks, wires, independents, and Edward Jones. Built working relationships through book reviews, old annuity examinations, and group and individual seminars, contributing to ongoing growth. Leveraged expertise in Wells Fargo Envision, Edward Jones JonesLink, and Morgan Stanley Smith Barney PRIN reports to enhance understanding of products/services from various annuity… Show more Sold Hartford Annuities (variable, immediate, fixed, indexed) to 4K+ advisors across Virginia, covering all channels – banks, wires, independents, and Edward Jones. Built working relationships through book reviews, old annuity examinations, and group and individual seminars, contributing to ongoing growth. Leveraged expertise in Wells Fargo Envision, Edward Jones JonesLink, and Morgan Stanley Smith Barney PRIN reports to enhance understanding of products/services from various annuity carriers.• Consistently ranked higher on the production list, moving from #30 in 2010 to #16 in 2011 and reaching #10 from July 2011 – December 2011.• Achieved #2 ranking in 2011 production within Edward Jones due to high activity, generating a large increase in new business. • Recognized across Virginia as an expert public speaker and client seminar consultant. Conducted 92 public seminars in 2011.• Regularly performed as a top wholesaler, maintaining a high closing ratio for individual client appointments, demonstrating effective sales skills and client engagement. Show less