Client Service Associate - Institutional
Acted as primary contact for institutuonal sub-advisory clients to enhance relationships and services.
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Stuart Leitner is listed as Investment Management Professional based in San Diego, California, United States. AeroLeads shows a matched LinkedIn profile for Stuart Leitner.
Stuart Leitner previously worked as Client Service Associate - Institutional at Nicholas-Applegate Capital Management and Investment Officer at Nicholas Applegate. Stuart Leitner holds Bachelor Of Science In Business Administration, Finance from San Diego State University.
Financial services professional with extensive experience providing a wide range of services in the investment industry. Participate in the transition of a business unit and acting as a liaison between firms. Team player with excellent understanding of the client’s needs and the ability to analyze and solve complex business problems.Specialties: Expertise includes extensive knowledge of: Equities, Analyzing Investments, Separately Managed Accounts, Operations, Client Relations, Sales, Marketing and Published Author.
Listed skills include Equities.
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Acted as primary contact for institutuonal sub-advisory clients to enhance relationships and services.
Team Leader with responsibility of over $1 billion in managed accounts.
Provided client service support for Nicholas-Appegate managed account programs.
Assisted Small Cap and Mid Cap Portfolio Management team.
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Stuart Leitner is listed as Investment Management Professional.
Stuart Leitner is based in San Diego, California, United States.
Stuart Leitner has worked for Nicholas-Applegate Capital Management and Nicholas Applegate.
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Stuart Leitner holds Bachelor Of Science In Business Administration, Finance from San Diego State University.
Stuart Leitner is listed with skills including Equities.
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