Adam Leon

VP Business Development at MouseBelt
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Contact Information
us****@****om
(386) 825-5501
Location
San Francisco, US
Languages
  • English -
Skills

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Bio

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Credentials

  • Series 6
    -
    Nov, 2012
    - Nov, 2024
  • Series 63
    -
    Nov, 2012
    - Nov, 2024
  • Series 7
    -

Experience

  • MouseBelt
    • United States
    • Venture Capital and Private Equity Principals
    • 1 - 100 Employee
    • VP Business Development
      • Jan 2021 - Present

      Focused on Web3 via investments, development, media and education.

    • Business Analyst
      • Apr 2018 - Jan 2021

      Mousebelt is the only full-service blockchain incubator in the world, propelling blockchain start ups to reach their full potential by helping teams with every aspect of their business: Technical development, Marketing, legal, Fundraising, partnerships and business development.

  • Berkeley Blockchain Xcelerator
    • United States
    • Non-profit Organization Management
    • 1 - 100 Employee
    • Mentor
      • Jan 2020 - Present

      Blockchain: Mentor incoming cohorts of entrepreneurs under Haas Business School, School of Engineering and Blockchain at Berkeley. https://www.xcelerator.berkeley.edu/ Blockchain: Mentor incoming cohorts of entrepreneurs under Haas Business School, School of Engineering and Blockchain at Berkeley. https://www.xcelerator.berkeley.edu/

  • No Rest Labs
    • United States
    • Software Development
    • 1 - 100 Employee
    • Head of Sales and Client Relations
      • Jan 2018 - Jul 2019

      Software development with a focus on cryptocurrency/blockchain. Implement proof of concepts, MVP's, smart contracts and other distributed technology on a project basis. •Provide development support to client, projects, teams, enterprises •Blockchain Focused: Advise/Consult and Integrate/Implement blockchain solutions •Research and Analysis •Manage client relationships and projects •Manage sales and marketing teams Software development with a focus on cryptocurrency/blockchain. Implement proof of concepts, MVP's, smart contracts and other distributed technology on a project basis. •Provide development support to client, projects, teams, enterprises •Blockchain Focused: Advise/Consult and Integrate/Implement blockchain solutions •Research and Analysis •Manage client relationships and projects •Manage sales and marketing teams

  • Wells Fargo
    • United States
    • Financial Services
    • 700 & Above Employee
    • Regional Private Banker
      • Feb 2017 - Jan 2018

      -Primary responsibility: deposit growth, investments, lending for the Private Bank -Liaise with various product groups within wealth management to respond to client needs -Identify wealth planning opportunities personalizing comprehensive banking/investment solutions -Research internal and external investment vehicles for client asset allocation -Communicate investment research to private wealth advisors & clients -Primary responsibility: deposit growth, investments, lending for the Private Bank -Liaise with various product groups within wealth management to respond to client needs -Identify wealth planning opportunities personalizing comprehensive banking/investment solutions -Research internal and external investment vehicles for client asset allocation -Communicate investment research to private wealth advisors & clients

  • Wells Fargo Advisors
    • United States
    • Financial Services
    • 700 & Above Employee
    • Private Client Group-Registered Client Associate (Analyst)
      • Feb 2015 - Feb 2017

      -Strong focus on wealth mgmt., portfolio analysis, complex lending solutions -Securities trading, technical, fundamental, micro/macro analysis (Series 7,6,63, Insurance) -Asset allocation on structured portfolios, managed portfolios, brokerage accounts -Execute portfolio rebalancing and trades -Adjust client portfolios with research & economic data reflecting proper market exposure -Strong focus on wealth mgmt., portfolio analysis, complex lending solutions -Securities trading, technical, fundamental, micro/macro analysis (Series 7,6,63, Insurance) -Asset allocation on structured portfolios, managed portfolios, brokerage accounts -Execute portfolio rebalancing and trades -Adjust client portfolios with research & economic data reflecting proper market exposure

  • Wells Fargo
    • United States
    • Financial Services
    • 700 & Above Employee
    • Licensed Banker/Assistant Manager
      • May 2010 - Feb 2015

      -Manage consumer/business teams and associated parties, trained team, exceeded quotas -Strong focus on business/consumer: sales, treasury, mortgage, lending, retirement, investments -Develop, manage, and retain high net worth private client relationships & families -Develop and prepare marketing strategies for new prospective clients -Manage consumer/business teams and associated parties, trained team, exceeded quotas -Strong focus on business/consumer: sales, treasury, mortgage, lending, retirement, investments -Develop, manage, and retain high net worth private client relationships & families -Develop and prepare marketing strategies for new prospective clients

Education

  • University of San Francisco School of Management
    Master’s Degree, Financial Analysis
    2014 - 2016
  • San Francisco State University
    Bachelor's of Science, International Business
    2007 - 2010

Community

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