Joseph Leone
Operations Associate at ViewTrade Securities, Inc.- Claim this Profile
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Experience
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ViewTrade Securities, Inc.
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United States
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Financial Services
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Operations Associate
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Oct 2021 - Present
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Brown Brothers Harriman
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United States
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Financial Services
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700 & Above Employee
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Operations Analyst - DTC Settlements
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Mar 2021 - Oct 2021
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New York Life Insurance Company
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United States
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Financial Services
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700 & Above Employee
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Agent
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Jan 2021 - Mar 2021
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Co-founder & General Manager
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May 2018 - Sep 2020
• Manage a total of 17 employees across all operations both FOH & BOH • Source all products and work closely with sales reps to secure optimal pricing • Design and oversee hiring process including recruitment, verification, and acquisition • Govern general finances and perform managerial accounting to ensure profitability • Budget long-term liabilities and project short-term expenses to develop a master budget for first year operations • Manage a total of 17 employees across all operations both FOH & BOH • Source all products and work closely with sales reps to secure optimal pricing • Design and oversee hiring process including recruitment, verification, and acquisition • Govern general finances and perform managerial accounting to ensure profitability • Budget long-term liabilities and project short-term expenses to develop a master budget for first year operations
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The Opes Group
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Venture Capital and Private Equity Principals
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Investment Banking Analyst
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Sep 2019 - May 2020
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Senior Analyst
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Jan 2018 - May 2020
• Analyze Relative Value Arbitrage funds and compare their returns and strategies to the asset classes, major indices, and other hedge funds including Long-Short/Event Driven/Macro • Perform equity and fixed income research to find undervalued securities based on sector, industry, financial statements, price/earnings ratio, debt/equity ratio, dividend yield, and credit rating. • Follow current events and equities/fixed income/commodities market closely to grasp the current and future outlook to determine how to take advantage while having a diversified portfolio and remaining hedged.
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RM Friedland
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United States
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Real Estate Agents and Brokers
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1 - 100 Employee
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Research Analyst
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Jun 2019 - Sep 2019
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Cardinal Bridge, LLC
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United States
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Investment Management
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Private Equity Associate
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Mar 2019 - Jun 2019
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Design Dwell
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Design
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1 - 100 Employee
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Marketing Internship
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May 2018 - Aug 2018
• Worked remotely to support management • Cultivated potential clients through extensive research of quality of service provided • Approached prospects with marketing opportunities specific to their business • Developed digital marketing strategies for Design Dwell and clients • Worked remotely to support management • Cultivated potential clients through extensive research of quality of service provided • Approached prospects with marketing opportunities specific to their business • Developed digital marketing strategies for Design Dwell and clients
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Rafaele Originals
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Design
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Project Manager
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Jun 2015 - Sep 2017
● Oversaw a team of two masons and two carpenters renovating three homes ● Developed comprehensive 3-D models of planned designs using new software ● Presented solutions to various logistical and on-site issues during course of renovations ● Oversaw a team of two masons and two carpenters renovating three homes ● Developed comprehensive 3-D models of planned designs using new software ● Presented solutions to various logistical and on-site issues during course of renovations
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Research Assistant
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Nov 2014 - May 2015
● Researched products that would meet this start-up’s business plan ● Performed market and logistical analysis on consumers ● Planned more efficient ways of delivery to cut costs ● Researched products that would meet this start-up’s business plan ● Performed market and logistical analysis on consumers ● Planned more efficient ways of delivery to cut costs
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Research & Development Associate
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Dec 2013 - Feb 2014
Design and create with 3-D software and printer, a prototype of a patient specific dental implant as well as submit prototypes to manufacturers for production. Design and create with 3-D software and printer, a prototype of a patient specific dental implant as well as submit prototypes to manufacturers for production.
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Education
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Fordham Gabelli School of Business
Bachelor of Science (B.S), Finance, Alternative Investments -
Byram Hills High School