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Sergio Leon Email & Phone Number
VP; Relationship Management @ BNY Pershing
at
BNY
1 work email found
@ml.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 86%
Current company
Role
VP; Relationship Management @ BNY Pershing
Location
New York City Metropolitan Area, United States
Company size
Who is Sergio Leon? Overview
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Quick answer
Sergio Leon is listed as VP; Relationship Management @ BNY Pershing at BNY, a with 54071 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at ml.com and a matched LinkedIn profile for Sergio Leon.
Sergio Leon previously worked as VP; Relationship Manager at Bny Pershing and VP; Relationship Management Associate at Bny Pershing. Sergio Leon holds Bachelor Of Arts - Ba, Economics from University At Albany.
Company email context
Email format at BNY
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{first}.{last}@ml.com
86% confidence
AeroLeads found 1 current-domain work email signal for Sergio Leon. Compare company email patterns before reaching out.
Profile bio
About Sergio Leon
Licensed financial services professional with a focus on wealth management technology and brokerage/bank custody.Frequent interaction with: Clearing, execution & custody, advisory platforms, sales & CRM software, digital wealth/portfolios, data analysis, and executive engagement. Currently working with RIA’s, Broker-Dealers & Trust companies to solve for platform, data, and managed investment needs.
Current workplace
Sergio Leon's current company
Company context helps verify the profile and gives searchers a useful next step.
Bny
7 roles
Sergio Leon work experience
A career timeline built from the work history available for this profile.
Vp; Relationship Manager
CurrentAccountable for the success of a subset of client relationships on behalf of BNY Pershing.Key themes:- Strategy: Planning, managing, and delivering on strategic client initiatives such as solution rollouts, M&A, and digital enablement. - Market Intel: Leveraging market themes and trends within the broker dealer clearing & RIA custody space in support of client growth. - Data: Aggregating and reporting on client firm demographics, solution utilization, and growth indicators. - Product: collaborating with PM, dev, and implementation teams on client technology/platform enhancements.- Management: supervising a team of analysts supporting the broader relationship management team in a sales enablement capacity.
Apr 2023 - Present
Vp; Relationship Management Associate
Jan 2022 - Apr 2023
Assistant Vice President; Financial Solutions Advisor
Branch financial advisor positioning ‘Merrill Guided Investing’ digital portfolios & self-directed investment solutions to mass affluent clients. Performance ranked by net new assets, referrals to partners, and new accounts. Compensation directly tied to book growth & overall AUM.Surpassed performance expectations each quarter, presenting the opportunity to serve as trainer/mentor for new-to-role advisors.
Jan 2020 - Jan 2022
Officer; Financial Solutions Advisor
Jan 2020 - Dec 2020
Rm
Reporting to market leadership, responsible for account & asset growth for a subset of retail bank branches.
Nov 2018 - Dec 2019
Management Assistant
Management training program focusing on sales, service, operations, and employee development.
Jan 2017 - Nov 2018
1 education record
Sergio Leon education
-
University At Albany
FAQ
Frequently asked questions about Sergio Leon
Quick answers generated from the profile data available on this page.
What company does Sergio Leon work for?
Sergio Leon works for BNY.
What is Sergio Leon's role at BNY?
Sergio Leon is listed as VP; Relationship Management @ BNY Pershing at BNY.
What is Sergio Leon's email address?
AeroLeads has found 1 work email signal at @ml.com for Sergio Leon at BNY.
Where is Sergio Leon based?
Sergio Leon is based in New York City Metropolitan Area, United States while working with BNY.
What companies has Sergio Leon worked for?
Sergio Leon has worked for Bny, Bny Pershing, Merrill Lynch, Bank Of America, and Enterprise Mobility.
How can I contact Sergio Leon?
You can use AeroLeads to view verified contact signals for Sergio Leon at BNY, including work email, phone, and LinkedIn data when available.
What schools did Sergio Leon attend?
Sergio Leon holds Bachelor Of Arts - Ba, Economics from University At Albany.
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