James Leonard
Senior Vice President - Institutional Consultant - Wealth Management, Financial Advisor at UBS Financial Services, Inc.
- Role
- Senior Vice President - Wealth Management at UBS
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About James Leonard
This information is intended for use by residents of AZ, CA, CO, DC, FL, GA, IA, IL, IN…
Experience
Senior Vice President - Wealth Management
Nov 2015 — Present · Raleigh, NC, US
Education
East Carolina University
Communication/Finance
1988 — 1993
Skills
- Wealth Management
- Investment Strategies
- Strategic Financial Planning
- Retirement Planning
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