Tony Leadbetter

Head of Underwriting & Portfolio Management - Subscription Finance at U.S. Bancorp Investments, Inc.

Role
Head of Portfolio Management - Subscription Finance at U.S. Bancorp Advisors
Location
Charlotte, NC, US
LinkedIn followers
500 followers

About Tony Leadbetter

Investment products and services are available through U.S. Bancorp Investments, Inc, member FINRA and SIPC, a brokerage subsidiary of U. S. Bancorp and affiliate of U.S. Bank, N.A.

Experience

  1. Head of Portfolio Management - Subscription Finance

    U.S. Bancorp Advisors

    Oct 2025 — Present · Charlotte, NC, US

Education

  • San Diego State University

    Bachelor of Science, Finance

    2001 — 2006

  • Pepperdine Graziadio Business School

    MBA, Finance

    2008 — 2010

  • Saïd Business School, University of Oxford

    Global Studies Short Course

    2009 — 2009

Skills

  • Collateral Analysis
  • Microsoft Excel
  • Powerpoint
  • Business Planning
  • Banking
  • Risk Management
  • Credit
  • Financial Modeling
  • Portfolio Management
  • Loans
  • Corporate Finance
  • Management
  • Leadership
  • Private Equity
  • Microsoft Word
  • Budgeting
  • Analytical Skills
  • Equities
  • Strategic Planning
  • Valuation
  • Analysis
  • Business Valuation
  • Budgets
  • Finance
  • Forecasting
  • Financial Analysis
  • Firm Valuation
  • Data Analysis
  • Investment Banking
  • Excel
  • Credit Analysis
  • Accounting
  • Word
  • Outlook
  • Mergers & Acquisitions
  • Investments

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Tony Leadbetter — Head of Portfolio Management - Subscription Finance at U.S. Bancorp Advisors in Charlotte, NC, US | Unifers