Joseph Leone

Operations Associate at ViewTrade Securities, Inc.
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Experience

    • United States
    • Financial Services
    • Operations Associate
      • Oct 2021 - Present
    • United States
    • Financial Services
    • 700 & Above Employee
    • Operations Analyst - DTC Settlements
      • Mar 2021 - Oct 2021
    • United States
    • Financial Services
    • 700 & Above Employee
    • Agent
      • Jan 2021 - Mar 2021
    • Co-founder & General Manager
      • 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

    • Venture Capital and Private Equity Principals
    • Investment Banking Analyst
      • Sep 2019 - May 2020
    • Senior Analyst
      • 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.

    • United States
    • Real Estate Agents and Brokers
    • 1 - 100 Employee
    • Research Analyst
      • Jun 2019 - Sep 2019
    • United States
    • Investment Management
    • Private Equity Associate
      • Mar 2019 - Jun 2019
    • Design
    • 1 - 100 Employee
    • Marketing Internship
      • 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

    • Project Manager
      • 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

    • Research Assistant
      • 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

    • Research & Development Associate
      • 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.

Education

  • Fordham Gabelli School of Business
    Bachelor of Science (B.S), Finance, Alternative Investments
    2016 - 2020
  • Byram Hills High School

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