Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

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, FL
05.2019

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