Sergio Leon

Director Client Delivery at Aliter Investment Services LLC

Sergio Leon has extensive experience in the financial services industry. Sergio is currently working as the Director of Client Delivery at Aliter Investment Services LLC since December 2022. Prior to this role, they were a Managing Consultant at the same company from June 2018 to December 2022.

Before joining Aliter Investment Services LLC, Sergio worked at Multifonds IGEFI as a Senior Business Analyst from March 2010 to February 2018. In this role, they provided functional consultancy to their major North American clients, Citibank and Great West Life. Sergio was instrumental in assisting Great West Life with their migration to Multifonds and building a Fund of Funds trading platform.

From July 2007 to March 2010, Sergio worked at State Street Corporation as an Assistant Vice President. Sergio assumed additional responsibilities while still serving as a Unit Manager. Sergio was recognized as a key staff member during the planning stages of the IBT/State Street merger. Sergio was responsible for staff selection, workflow management, and resource allocation to meet deliverables.

Earlier in their career, Sergio worked at Investors Bank & Trust. Sergio served in various roles including Senior Manager, Unit Manager, Fund Accounting Supervisor, Senior Fund Accountant, and Fund Accountant. In these positions, they supervised teams, collaborated with senior management, and ensured the smooth operation of fund accounting functions.

Overall, Sergio Leon has a diverse work experience with a strong background in financial services, client delivery, consultancy, and management.

Sergio Leon attended Markham College from 1985 to 1996. Sergio did not receive a degree or specialize in any particular field during their time there. Later on, from 1997 to 2001, Sergio pursued a Bachelor of Arts degree in Economics at Clark University.

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Timeline

  • Director Client Delivery

    December, 2022 - present

  • Managing Consultant

    June, 2018