Leo is an Operations Analyst at BigSur Partners. He is involved with and collaborates in all the operational aspects of managing client investment portfolios and relationships. He also cooperates with client reporting and analysis.
Prior to joining BigSur Partners, Leo interned at Santander Private Banking, working for the Trading and Capital Markets Department. He also served as a College Unit Agent at Northwestern Mutual, a domestic life insurance and financial planning firm. Prior to this experience and while studying, he worked for the Operations Department of an educational network in Miami.
Leo completed his Bachelor’s Degree from Florida International University, where he majored in Business Management. Before commencing his Bacherlor’s Degree, Leo attended a summer program at EF Oxford in London.
Employee(s) and/or advisor(s) mentioned above may be employed by or associated with BigSur Partners, LLC or BigSur Wealth Management, LLC, a 100%-owned subsidiary of BigSur Partners, LLC. For further information, please contact us at 305-740-6777 or at firstname.lastname@example.org