JL

Joseph Leone

Operations Associate

Joseph Leone possesses a diverse background in finance and operations, with current experience as an Operations Associate at ViewTrade Securities, Inc. since October 2021. Prior roles include Operations Analyst in DTC Settlements at Brown Brothers Harriman and Agent at New York Life Insurance Company. Notably, Joseph co-founded and managed Tauk Kitchen + Bar, overseeing 17 employees and handling financial operations. Experience in roles such as Investment Banking Analyst at The Opes Group and Senior Analyst at the Fordham Alternative Investments Club showcases expertise in investment analysis and portfolio management. Joseph holds a Bachelor of Science in Finance with a focus on Alternative Investments from Fordham Gabelli School of Business.

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