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Financial Wealth

Iris Leon

A professional with over 10 years’ experience in the financial industry. She serves as Investment Committee member, and responsible for model portfolio construction for Wealth Management clients.

Ms. Leon has performed activities such as financial advisory, market surveillance and compliance. During this time, she has worked with financial advisors, mutual funds companies, regulatory institutions and final clients, among others.

Iris worked for more than 5 years for Citibank-Caracas in different positions, including Investment Specialist and Designated Branch Manager. She also worked for New Market Analytics, LLC, Reuters and the Venezuelan Stock Exchange, as portfolio Manager Assistant, Market Surveillance Analyst, and Customer Development Executive respectively.

Education: Bachelor’s Degree in Economics, Universidad Central de Carabobo, Venezuela; and Master’s Degree in Finance from Instituto de Estudios Superiores de Administración (IESA), Caracas, Venezuela. Iris hold a professional Coaching Certification from Newfield Consulting.
Financial Industry Licenses: (S7), (24), and (S65).

Miami
1395 Brickell Avenue Suite 1560
Miami, Fl 33131
Phone: 305-529-4700