Andres Leon
Vice President, International Wealth Advisor, Senior Portfolio Advisor
- Role
- International Wealth Management Advisor, First Vice President at Merrill Lynch
- Location
- Miami, FL, US
- LinkedIn followers
- 500 followers
About Andres Leon
With over a decade of experience in global wealth management, I now lead Business Development at Corla Wealth Management Group. I enjoy the pace of the constantly changing financial industry and navigate it with purpose. I take a genuine interest in each client and serve them with authentic care. My strength lies in crafting comprehensive financial strategies by building long-lasting, trusted relationships, particularly with entrepreneurs and their families, alongside their legal and tax advisors. I also serve on the Hispanic / Latino Advisory Council at Merrill with a role in the partnerships committee, collaborating with Bank of America on initiatives focused on the community. I hold the Certified Investment Management Analyst® CIMA® designation awarded by the Investments & Wealth Institute™ (The Institute), taught in conjunction with the Wharton School, University of Pennsylvania. Andres graduated with Bachelor of Science in Communication with a focus on Economics from University of Miami in Coral Gables, Florida.*CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial Analysts™.* Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute\'s initial and ongoing credentialing requirements for investment management professionals.
Experience
International Wealth Management Advisor, First Vice President
Sep 2015 — Present
Education
University of Miami
Bachelor's Degree
2012 — 2014
Belen Jesuit Preparatory School
High School Diploma/GED
2005 — 2009
Skills
- Marketing
- Investment Analysis - Portfolio Construction
- Broadcast
- Video
- Avid
- Television
- Portfolio Management
- Newspapers
- Investments
- Spanish
- Financial Analysis
- Customized Wealth Planning
- Family Wealth Management Strategy
- Interviews
- Sports
- Advertising
- Feature Articles
- New Media
- Asset Management
- Financial Planning
- Banking
- Editing
- Bloomberg
- Goals Based Investment Strategies
- Publicity
- Social Networking
- Final Cut Pro
- Broadcast Journalism
- Video Editing
- Blogging
- Equity Research
- Creative Writing
- Journalism
- Wealth Management
- Press Releases
- Digital Media
- Investment Banking
- Wealth Management Services
- Storytelling
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.