John Leavy Email and Phone Number
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I'm a Senior Manager and Principal Consultant with 30+ years of experience managing and executing a wide range of enterprise consulting engagements, including performance and attribution, portfolio accounting, and data management implementation projects. Throughout my career, I've delivered high-impact consulting services to various segments of the investment services industry including investment banks, broker dealers, investment advisors, asset managers, asset owners, and hedge funds.I'm a recognized expert within the financial services industry having previously held a variety of FINRA designations, including Series 7, Registered Representative; Series 9 and 10 (Formerly Series 8) General Sales Supervisor; Series 24, General Securities Principal; Series 63, Uniform State Law and Series 65, Registered Investment Advisors.
John Leavy Consulting Llc
View- Website:
- johnleavyconsulting.com
- Employees:
- 2
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Owner And Principal ConsultantJohn Leavy Consulting LlcCromwell, Ct, Us
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Owner / Principal ConsultantJohn Leavy Consulting Llc Jul 2023 - PresentHartford, Connecticut, United States• Managed and led projects involving portfolio accounting, performance measurement, analytics, data management, CRM, trading, billing and reporting systems at buy-side and sell-side companies. • Led change management initiatives for financial services companies' back and middle offices and oversaw performance and attribution, portfolio accounting, and data management implementation projects with various systems.
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PrincipalMeradia Group Jan 2008 - Jul 2023• Led a variety of client implementations and enterprise projects for global asset managers and government pension managers, including Vanguard, State Street Global Advisors, Mercer, the Florida State Board of Administration, and the Employees Retirement System of Texas.• Served as the client implementation lead and performance attribution subject matter expert responsible for leading the client solution design and conversion approach to an outsourcing platform.• Provided investment accounting, reference data, performance measurement, and attribution services.• Led a client engagement to transform a global operating model and data infrastructure to scale efficiently. with uncompromised quality to provide flexibility in client service.• Defined and executed a data distribution and delivery model to consolidate and centralize all ABOR Hub data onto Eagle Investment Systems Data Management.• Provided training to a government pension fund manager on Eagle Investment System Performance and attribution systems to resolve issues for an at-risk client account.• Served as a Project Manager and Performance, Attribution, and GIPS subject matter expert responsible for successfully implementing StatPro Composites (Confluence) for several thousand GIPS Composites. -
Vp Of OperationsUnapen, Inc May 2001 - Jan 2008• Managed seven departments across the company including Development, Business Analysis, Quality Assurance, Project Management, Finance, Legal and Facilities Management. • Ensured the success of client engagements, which included implementing reporting systems and building custom middle and back office solutions. • Oversaw financial reporting at the company level, legal review of all new clients, and continuously improving internal procedures. -
Manager Of OperationsEmc - Etrustco 2000 - 2001
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Vp Of Operations For Investment Management ServicesAdvest Oct 1988 - Dec 1999
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Frequently Asked Questions about John Leavy
What company does John Leavy work for?
John Leavy works for John Leavy Consulting Llc
What is John Leavy's role at the current company?
John Leavy's current role is Owner and Principal Consultant.
What is John Leavy's email address?
John Leavy's email address is jo****@****pen.com
What is John Leavy's direct phone number?
John Leavy's direct phone number is +120326*****
What skills is John Leavy known for?
John Leavy has skills like Financial Services, Portfolio Management, Investments, Asset Management, Management, Equities, Investment Management, Analysis, Management Consulting, Project Management, Investment Performance, Hedge Funds.
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John Leavy
President And Chief Executive Officer At National Coatings & Supplies, Inc. (Ncs)Raleigh, Nc5ppg.com, ppg.com, ppg.com, ncsssi.com, ncs-coatings.com9 +141287XXXXX
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John Leavy
The Medium Quick Reference Guide Is On Amazon. Here'S The Link: Tiny.Cc/7T05VzColumbia, Tn1inplainsitemarketing.com -
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