Leo Volz
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Leo Volz Email & Phone Number

Performance Reporting Associate at Snowden Lane Partners at Snowden Lane Partners
Location: Greater Philadelphia, United States, United States 4 work roles 1 school
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Current company
Snowden Lane Partners
Role
Performance Reporting Associate at Snowden Lane Partners
Location
Greater Philadelphia, United States, United States
Company size
79 employees

Who is Leo Volz? Overview

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Quick answer

Leo Volz is listed as Performance Reporting Associate at Snowden Lane Partners at Snowden Lane Partners, a company with 79 employees, based in Greater Philadelphia, United States, United States. AeroLeads shows a matched LinkedIn profile for Leo Volz.

Leo Volz previously worked as Performance Reporting Associate at Snowden Lane Partners and ICS Specialist at Envestnet, Inc. Leo Volz holds Bachelor'S Degree, Economics from West Chester University Of Pennsylvania.

Company email context

Email format at Snowden Lane Partners

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Snowden Lane Partners

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Profile bio

About Leo Volz

Leo Volz is a Performance Reporting Associate at Snowden Lane Partners at Snowden Lane Partners.

Current workplace

Leo Volz's current company

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Snowden Lane Partners
Snowden Lane Partners
Performance Reporting Associate at Snowden Lane Partners
new york, new york, united states
Website
snowdenlane.com
Employees
79
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4 roles

Leo Volz work experience

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

Senior Operations Analyst

Sei

Oaks, Pennsylvania

· Institutional Private Client Reconciliation team; complete daily reconciliation tasks and provide technical support for domestic and international fund managers that oversee a combined 31 billion in assets under management.

Mar 2015 - Feb 2019

Asset Service Specialist

Bny Mellon

King Of Prussia

· Receive calls from shareholders and agents; process daily trades, account maintenance, and administration on new accounts.· Assist with applications and provide processing updates for client’s mutual fund and annuity accounts.

Aug 2014 - Mar 2015
Team & coworkers

Colleagues at Snowden Lane Partners

Other employees you can reach at snowdenlane.com. View company contacts for 79 employees →

CC Caesar Cepeda Caesar Cepeda Colleague at Snowden Lane Partners Pasadena, California, United States, United States View → LB Lanny Buckner Lanny Buckner Colleague at Snowden Lane Partners Baltimore, Maryland, United States, United States View → KC Keary Castleberry Keary Castleberry Colleague at Snowden Lane Partners San Antonio, Texas, United States, United States View → SC Schuyler Cayton, Cfp® Schuyler Cayton, Cfp® Colleague at Snowden Lane Partners Golden, Colorado, United States, United States View → LF Luis Felipe Vegas Luis Felipe Vegas Colleague at Snowden Lane Partners Greater Chicago Area, United States View → TJ Thomas J. Hakala Thomas J. Hakala Colleague at Snowden Lane Partners New York, New York, United States, United States View → JC Jim Cannon Jim Cannon Colleague at Snowden Lane Partners Greater Chicago Area, United States View → MD Matthew Davidson Matthew Davidson Colleague at Snowden Lane Partners New York City Metropolitan Area, United States View → IC Irma Clelia Dipp Irma Clelia Dipp Colleague at Snowden Lane Partners San Diego County, California, United States, United States View → MK Michael Kreuzer, Cfp® Michael Kreuzer, Cfp® Colleague at Snowden Lane Partners Buffalo-Niagara Falls Area, United States View →
1 education record

Leo Volz education

FAQ

Frequently asked questions about Leo Volz

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

What company does Leo Volz work for?

Leo Volz works for Snowden Lane Partners.

What is Leo Volz's role at Snowden Lane Partners?

Leo Volz is listed as Performance Reporting Associate at Snowden Lane Partners at Snowden Lane Partners.

Where is Leo Volz based?

Leo Volz is based in Greater Philadelphia, United States, United States while working with Snowden Lane Partners.

What companies has Leo Volz worked for?

Leo Volz has worked for Snowden Lane Partners, Envestnet, Inc, Sei, and Bny Mellon.

Who are Leo Volz's colleagues at Snowden Lane Partners?

Leo Volz's colleagues at Snowden Lane Partners include Caesar Cepeda, Lanny Buckner, Keary Castleberry, Schuyler Cayton, Cfp®, and Luis Felipe Vegas.

How can I contact Leo Volz?

You can use AeroLeads to view verified contact signals for Leo Volz at Snowden Lane Partners, including work email, phone, and LinkedIn data when available.

What schools did Leo Volz attend?

Leo Volz holds Bachelor'S Degree, Economics from West Chester University Of Pennsylvania.

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