Leonardo Falcone

Client Delivery Engineer at Cassini Systems
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Contact Information
us****@****om
(386) 825-5501
Location
New York City Metropolitan Area

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Credentials

  • Series 63
    FINRA

Experience

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Client Delivery Engineer
      • Sep 2021 - Present

    • United States
    • Financial Services
    • 700 & Above Employee
    • Analyst - Investment Management
      • 2019 - 2021

    • Investment Analyst
      • 2018 - 2019

      • Responsibilities included trade processing & operations, account reconciliations, client requests & payments, reports, and equity research. • Operations included equities, fixed income, foreign securities in local currencies, REITS, Rights, and Warrants. • Used systems such as FIS Global, SunGard, IntelliMatch, S&P IQ, Bloomberg, and Microsoft Office. • Automated many processes in Excel’s VBA and significantly improved efficiency of the company. • Promoted and given a raise within six months of being hired. Show less

Education

  • University of Maryland
    Economics BA with Minor in Commercial Spanish
    2014 - 2018
  • Universidad Rey Juan Carlos
    Exchange Program, Economics of the EU and Spanish
    2017 - 2017

Community

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