Norman Leon

Norman Leon Email and Phone Number

Financial Analyst at Greystone Financial Group, LLC @ Greystone Financial Group LLC
Norman Leon's Location
Lake Orion, Michigan, United States, United States
Norman Leon's Contact Details

Norman Leon personal email

About Norman Leon

Specialties: Financial Planning & Reporting, Portfolio Analysis, Stock/Bond Evaluation & Analysis, Mutual Fund/ETF Evaluation & Analysis, Industry Analysis, and AIMR Performance Standards.Technology: Orion Portfolio Management, Tamarac PortfolioCenter, Morningstar Advisor Workstation, Informa Zephyr StyleADVISOR, Bloomberg PC, Reuters/StockVal System, FactSet Data Systems, and Baseline Data Systems.Office Productivity: Windows 11 Professional, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Adobe Acrobat, and Redtail.

Norman Leon's Current Company Details
Greystone Financial Group LLC

Greystone Financial Group Llc

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Financial Analyst at Greystone Financial Group, LLC
Norman Leon Work Experience Details
  • Greystone Financial Group Llc
    Financial Analyst
    Greystone Financial Group Llc Jul 2023 - Present
    Bloomfield Hills, Michigan, United States
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  • Retirement Funding Advisors Llc
    Portfolio Manager & Director Of Investment Research
    Retirement Funding Advisors Llc Aug 2009 - Jul 2023
    Troy, Michigan, United States
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  • Freedom One Financial Group
    Investment Analyst
    Freedom One Financial Group Jul 2005 - Aug 2009
    Clarkston, Michigan, United States
  • Mfo Management Company
    Investment Analyst
    Mfo Management Company Dec 2001 - Jul 2005
    Birmingham, Michigan, United States
  • Munder Capital Management
    Quantitative Equity Analyst
    Munder Capital Management Jul 1995 - Nov 2001
    Birmingham, Michigan, United States

Norman Leon Skills

401k Analysis Asset Allocation Capital Markets Due Diligence Etfs Financial Reporting Investment Advisory Investment Strategies Morningstar Mutual Funds Pensions Performance Attribution Portfolio Management Retirement Planning Series 65 Tactical Asset Allocation Trading Relationship Management Investments Bloomberg Equities Strategic Financial Planning Financial Planning

Norman Leon Education Details

Frequently Asked Questions about Norman Leon

What company does Norman Leon work for?

Norman Leon works for Greystone Financial Group Llc

What is Norman Leon's role at the current company?

Norman Leon's current role is Financial Analyst at Greystone Financial Group, LLC.

What is Norman Leon's email address?

Norman Leon's email address is no****@****ail.com

What schools did Norman Leon attend?

Norman Leon attended University Of Detroit Mercy, Grosse Pointe South High.

What are some of Norman Leon's interests?

Norman Leon has interest in Economic Empowerment, Civil Rights And Social Action, Education, Poverty Alleviation, Science And Technology, Human Rights, Animal Welfare.

What skills is Norman Leon known for?

Norman Leon has skills like 401k, Analysis, Asset Allocation, Capital Markets, Due Diligence, Etfs, Financial Reporting, Investment Advisory, Investment Strategies, Morningstar, Mutual Funds, Pensions.

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