Tom Leonard

Tom Leonard Email and Phone Number

Financial Advisor/ Merrill Lynch Wealth Management @ Merrill Lynch Wealth Management
Tom Leonard's Location
New York, United States, United States
Tom Leonard's Contact Details

Tom Leonard work email

Tom Leonard personal email

About Tom Leonard

Experience matters! I have enjoyed a 30-year career in the Financial Markets, leading Institutional Sales teams for several major global financial firms. I have guided sophisticated investors through volatile markets including: the 1987 Stock market crash, ERM Currency Crisis, Dot-Com Stock Crisis, 9/11 and the 2008 Great Financial Crisis. These events have provided me a unique real-world experience in dealing with financial uncertainty. I am passionate about applying the knowledge gained from these experiences to Individual Investors. Several years ago, I decided to join a friend's Merrill Lynch Wealth Management team. Our team is different. We are not passive allocators of client's wealth. We are experienced active managers that are well equipped to adjust client's portfolio to shifting financial environments. Organization and Planning are critical to successful investing. Our team uses a consultative process to understand what matters most to our clients. We then recommend customized strategies to address each clients' unique goals. When I am not helping clients, I spend time with my wife and four daughters. I also enjoy dinners with friends, golf, physical fitness and reading. LET"S CONNECT: If you are considering a significant financial decision or just looking to better organize your financial health, reach me directly. 212-382-8483 Thomas.leonard2@ml.com

Tom Leonard's Current Company Details
Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

View
Financial Advisor/ Merrill Lynch Wealth Management
Website:
ml.com
Company phone:
+1-800-637-7455
Tom Leonard Work Experience Details
  • Merrill Lynch Wealth Management
    Financial Advisor
    Merrill Lynch Wealth Management May 2022 - Present
    New York, Ny, Us
  • Diamond Standard Co.
    Independent Sales And Business Development Consultant
    Diamond Standard Co. Jan 2019 - Jun 2021
    New York, Ny, Us
  • Edgewater Markets
    Senior Consultant
    Edgewater Markets Sep 2017 - Dec 2018
    Ny, New York, Us
  • Credit Agricole
    Director
    Credit Agricole Apr 2016 - Jun 2017
    Montrouge, Fr
  • Morgan Stanley
    Executive Director
    Morgan Stanley Mar 2010 - Mar 2016
    New York, Ny, Us

Tom Leonard Skills

Derivatives Sales Fx Derivatives Relationship Management Hedge Funds Fx Trading Fixed Income Bloomberg Capital Markets Trading Financial Markets Alternative Investments E Commerce Asset Management Investments Management Investment Banking Emerging Markets Electronic Trading Sales Management Portfolio Optimization Business Development Sales Force Development Foreign Currency Prime Brokerage Risk Management Leadership Talent Developer Client Rapport Customer Service Equities Account Management Fx Hedging Portfolio Management Commodity Markets Recruiting Research Economics Business Planning Regulatory Compliance Entrepreneurship Team Building Product Development Trading Systems Series 7 Series 63 Start Ups Investment Strategies Swaps Team Problem Solving

Tom Leonard Education Details

  • Fairfield University
    Fairfield University
    Bachelor'S Degree
  • Fordham University
    Fordham University
    Mba

Frequently Asked Questions about Tom Leonard

What company does Tom Leonard work for?

Tom Leonard works for Merrill Lynch Wealth Management

What is Tom Leonard's role at the current company?

Tom Leonard's current role is Financial Advisor/ Merrill Lynch Wealth Management.

What is Tom Leonard's email address?

Tom Leonard's email address is th****@****mum.net

What schools did Tom Leonard attend?

Tom Leonard attended Fairfield University, Fordham University.

What skills is Tom Leonard known for?

Tom Leonard has skills like Derivatives, Sales, Fx Derivatives, Relationship Management, Hedge Funds, Fx Trading, Fixed Income, Bloomberg, Capital Markets, Trading, Financial Markets, Alternative Investments.

Who are Tom Leonard's colleagues?

Tom Leonard's colleagues are Danielle Danner, Cfp®, Carmen Lorenzana, Richard Gerrity, Katie Mcintyre, Michael Lockhart, Cima®, Melanie Chien Liu, Elvi Felizlaureano.

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