Konner Deleon Email and Phone Number
Konner Deleon work email
- Valid
Konner Deleon personal email
I am currently an Associate Advisor at Brighton Jones. I graduated in May of 2022 from the University of Idaho with a B.S. in Finance and a B.S. in Business Economics - Financial Economics.
Deleon Wealth
View- Website:
- deleonwealth.com
- Employees:
- 3
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Lead Advisor | Co-Founder, CcoDeleon WealthSeattle, Wa, Us
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Associate Advisor - Senior AnalystBrighton Jones Jan 2024 - PresentSeattle, Wa, Us -
Associate Advisor - AnalystBrighton Jones Jun 2022 - Jan 2024Seattle, Wa, Us
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Portfolio ManagerBarker Capital Management And Trading Program Dec 2019 - May 2022As a portfolio manager for The Barker Capital Management Group, I conduct research using both fundamental and technical analysis, lead weekly sector meetings, and trade using strategies in options, hedging, derivatives management, and pairs trading.
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Junior Portfolio ManagerDavis Investment Group Aug 2019 - May 2022As a sector analyst, I was responsible for weekly updates and active management of the industrials sector, I would assist in the active management of a long - term portfolio worth over $600,000, and perform in depth research and analysis of any current or potential opportunities and perform buy/sell presentations based on research findings. -
PresidentDelta Tau Delta: Delta Mu Nov 2020 - Nov 2021
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AssistantDeleon Insurance & Financial Services, Llc May 2021 - Aug 2021- Created client profiles and assisted with compiling client investment data- Compiled client information, filled out certificates of insurance, and completed accords- Scheduled client follow – ups and initial meetings
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Financial AnalystEvergreen Agricultural Services, Llc Apr 2020 - Aug 2020As an analyst, I examined payroll, assisted in the preparation of quarterly financial reports, assisted in the management of Covid-19 expenses and adjustments, and created an online database for easy access to employee information to assist with payroll and other tasks. -
AssistantDeleon Insurance & Financial Services, Llc May 2018 - Aug 2018As an assistance for DeLeon Insurance and Financial Services, I would create client profiles, assist in compiling client investment data, Find potential investment opportunities, and schedule initial and follow-up meeting with clients.
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BusserBobs Burgers & Brew Dec 2017 - Aug 2018At this job position, I would greet customers and assist them with their needs, prepare and clean tables, and help set up large events that would take place at our restaurant.
Konner Deleon Skills
Konner Deleon Education Details
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University Of IdahoGeneral
Frequently Asked Questions about Konner Deleon
What company does Konner Deleon work for?
Konner Deleon works for Deleon Wealth
What is Konner Deleon's role at the current company?
Konner Deleon's current role is Lead Advisor | Co-Founder, CCO.
What is Konner Deleon's email address?
Konner Deleon's email address is ko****@****nes.com
What schools did Konner Deleon attend?
Konner Deleon attended University Of Idaho.
What skills is Konner Deleon known for?
Konner Deleon has skills like Business Economics, Finance, Financial Economics, Economics, Fundraising, Technical Analysis, Fundamental Analysis, Analytical Skills, Trading, Investments, Business, Philanthropy.
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