David Leo

Canada

• Active 3h ago

Bio: I Help Advisors Prospect and Covert Them Into Clients. | Financial Advisor Coach

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@david-leo-4723

Seasoned practice management coach to FAs. 35+ years financial industry. BS in Commerce & Engineering, Drexel University, MBA in Management, NYU.

Active 21d ago

Joined May 19, 2024

NYC