Patrick Leone
Hoboken
Summary
Experienced professional seeking a role with a financial organization involved in traded markets. Utilizing education, skills, and passion for market trading and analysis. Keen on contributing in a value-added position that enables growth and development.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Associate Broker
The GMS Group
10.2024 - 05.2025
- Conducted daily calls to over 200 individuals to identify and develop potential prospects and clients.
- Assisted senior brokers in developing tax-loss harvesting strategies.
- Analyzed existing client portfolios to support senior broker recommendations on asset allocation and investment strategy.
Fixed Income Internship
Cabrera Capital Markets
12.2023 - 04.2024
- Created run for $1000 par hybrid preferred's.
- Analyzed trade patterns based on yield spreads and tracked economic data.
- Collaborated with team members to streamline operational workflows and improve overall efficiency.
Lead Bartender
The Huddle Kitchen & Bar
05.2023 - 11.2023
- Managed daily operations, including scheduling, ordering, and inventory control.
- Recruited, hired, and trained new members of bar staff.
Bartender
Potbelly's
09.2020 - 05.2023
- Developed relationships with vendors to secure discounts on products needed for the bar’s operations.
- Created detailed reports on daily operations including sales figures, inventory levels, staffing needs.
Bartender
The Chateau on the Lake
05.2020 - 08.2022
- Provide excellent service to 250+ patrons a night by maintaining knowledge of all menu items.
- Adapted to daily menu changes creating cocktails following recipes provided with proficiency.
- Collaborating with the kitchen and wait staff to ensure timely food and beverage service.
Security Guard
09.2019 - 08.2020
- Maintained safety for grounds and facilities.
- Successfully remained calm in high-pressure situations and interactions with difficult individuals.
Education
Bachelor of Science (B.S.) - Finance
Florida State University
05.2023
High School - undefined
Jesuit High School
Tampa, FL05.2019
Skills
- Bloomberg Terminal experience in a professional trading environment
- Microsoft Office Suite, Excel, Macros experience
- Ability to actively listen and effectively communicate to build and maintain a client base
- Comfortable with numbers/transactions, resulting in ability to forecast with confidence
- Capacity to handle challenging situations with agility, composure, and effectiveness
- Market analysis expertise
- Portfolio management
- Financial analysis
- Markets research
Certification
- Global Strategy Certification - June 2022
- Strategic Planning Foundations - June 2022
- SIE - Dec 2023
- Series 7 - March 2024
- Series 63 - March 2024
- CFA Level I Canidate, CFA Institute - Exam Date: Nov 2025
Timeline
Associate Broker
The GMS Group
10.2024 - 05.2025
Fixed Income Internship
Cabrera Capital Markets
12.2023 - 04.2024
Lead Bartender
The Huddle Kitchen & Bar
05.2023 - 11.2023
Bartender
Potbelly's
09.2020 - 05.2023
Bartender
The Chateau on the Lake
05.2020 - 08.2022
Security Guard
09.2019 - 08.2020
High School - undefined
Jesuit High School
Bachelor of Science (B.S.) - Finance
Florida State University
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