Leo is a results-driven Relationship Manager with a deep understanding of the sales process and relationship building. Very adept at developing new clients and implementing effective financial strategies in a constantly evolving regulatory environment.
Leo has been in investment management for over 13 years, assisting thousands of clients with achieving their financial goals.
Originally from Plymouth, Massachusetts, he now resides in Los Angeles along with his wife and daughter.
Leo currently holds the following licenses: Series 6, 7, 63, & 66.