Leonel J. Burrola

Leonel J. Burrola Email and Phone Number

CFO at Boutique Recruiting | Placing finance and accounting professionals isn’t a numbers game.It’s about the human connection. @ Boutique Recruiting
Leonel J. Burrola's Location
San Diego, California, United States, United States
Leonel J. Burrola's Contact Details

Leonel J. Burrola personal email

Leonel J. Burrola phone numbers

About Leonel J. Burrola

Boutique Recruiting places financial, accounting and administrative professionals throughout Southern California. We add a personalized touch to job placements by taking the time to meet with both candidates and hiring companies to find the candidate that fits in best with the company’s culture. Think of us as an extension of your recruiting department.

Leonel J. Burrola's Current Company Details
Boutique Recruiting

Boutique Recruiting

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CFO at Boutique Recruiting | Placing finance and accounting professionals isn’t a numbers game.It’s about the human connection.
Leonel J. Burrola Work Experience Details
  • Boutique Recruiting
    Chief Financial Officer
    Boutique Recruiting Feb 2016 - Present
    San Diego, California, Us
    Placing professionals isn’t a numbers game. It’s about the human connection. Boutique Recruiting adds a personalized touch to job placements by taking the time to meet with both candidates and hiring companies face to face. If you are a hiring company, think of Boutique Recruiting as an extension of your recruiting department. We deliver the exact technical and cultural fit. If your a job candidate, it’s time to take a proactive approach to your career! It’s the truth, many jobs are filled before they are even posted. This is the case of who you know not what you know. If choose to partner with us, you’re in luck because we know the hiring managers who have the inside track with potential employers.Apply Here - Jobs.BoutiqueRecruiting.com
  • Luminant Capital
    Founder
    Luminant Capital Feb 2013 - Dec 2022
    Specialties:Corporate Retirement Plans• Fiduciary Assessment• Investment Management• Vendor Search • Fee & Expense Analysis and Benchmarking• Investment Policy Statement Development• Investment Committee Charter• Participant EducationPrivate Wealth Management• Investment Management• Risk Analysis and Profiling• Capital Needs Analysis• Investment Policy Development• Retirement Income Distribution Strategies• Concentrated Stock Positions• Asset Allocation Development• Legacy/Wealth Transfer
  • My Trusted Advisor, Llc
    Financial Planner
    My Trusted Advisor, Llc Feb 2011 - Dec 2012
    • Wealth Management• Financial Planning• Retirement Plan Solutions(401k, 403b, etc)
  • Massmutual Financial Group
    Financial Planner
    Massmutual Financial Group 2007 - Apr 2011
    Springfield, Massachusetts, Us
    I provide total financial needs analysis through a network of experienced professionals with expertise in:• Advisory services • Retirement analysis and programs• Estate strategies• Employee benefit and retention services (401k, 403b, etc.)• Business continuation strategies • Trust services
  • Mercer Transitions
    Client Relationship Manager
    Mercer Transitions Feb 2002 - Feb 2008
    -Serviced over 150 dental practice transitions by developing client relationships to achieve company revenue goals while providing exceptional client service; -Financial reviews and auditing of financial statements, depreciation schedules, individual and corporate tax returns;-Promoting cross platform services to clientele furthering corporate goals of full service integration for all clients; -Providing onsite sales support at sales workshops; promoting, discussing -Selling financial planning, dental consulting and dental transition services.

Leonel J. Burrola Skills

Investment Advisory Financial Planning Retirement Plan Distribution Retirement Ira Rollovers Private Wealth Management Retirement Income Strategies Fiduciary Fiduciary Consulting Strategic Financial Planning Retirement Planning Wealth Management 401k Investments Asset Allocation Investment Management Financial Advisory Pensions Financial Services Employee Benefits Estate Planning Mutual Funds Financial Planners Fixed Annuities Series 7 Alternative Investments Small Business Disability Insurance Long Term Care Life Insurance Personal Finance Securities Finance

Leonel J. Burrola Education Details

  • The American College Of Financial Services
    The American College Of Financial Services
    Certified Financial Planner
  • Uc Santa Barbara
    Uc Santa Barbara
    Religious Studies
  • Palo Verde High School
    Palo Verde High School

Frequently Asked Questions about Leonel J. Burrola

What company does Leonel J. Burrola work for?

Leonel J. Burrola works for Boutique Recruiting

What is Leonel J. Burrola's role at the current company?

Leonel J. Burrola's current role is CFO at Boutique Recruiting | Placing finance and accounting professionals isn’t a numbers game.It’s about the human connection..

What is Leonel J. Burrola's email address?

Leonel J. Burrola's email address is le****@****ail.com

What is Leonel J. Burrola's direct phone number?

Leonel J. Burrola's direct phone number is (800) 273*****

What schools did Leonel J. Burrola attend?

Leonel J. Burrola attended The American College Of Financial Services, Uc Santa Barbara, Palo Verde High School.

What are some of Leonel J. Burrola's interests?

Leonel J. Burrola has interest in Technology, Internet, Commodities, Finance, Options.

What skills is Leonel J. Burrola known for?

Leonel J. Burrola has skills like Investment Advisory, Financial Planning, Retirement Plan Distribution, Retirement, Ira Rollovers, Private Wealth Management, Retirement Income Strategies, Fiduciary, Fiduciary Consulting, Strategic Financial Planning, Retirement Planning, Wealth Management.

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