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D. Erik Leishman
Plus aucun poste en cours
Profil
Mr. D.
Erik.
Leishman is Senior Vice President-Business Development at MDE Group, Inc.
Most recently, Mr. Leishman served as a Vice President and RIA Segment Specialist for Fixed Income Sales at Morgan Stanley Smith Barney in Purchase, NY, where he originated an RIA-focused sales effort in Capital Markets to directly capture fixed income flows from money managers and investment advisory firms.
Prior to that, he was a Senior Vice President of Sales for the East Coast at Concord Wealth Management in Matawan, NJ, where he marketed the firm's proprietary open architecture wealth management platform to the bank trust, brokerage and independent advisor channel, giving them access to third-party managers.
From 2000 to 2007, he was a Vice President and National Sales Consultant for The Reserve Funds in New York where he was instrumental in growing the assets under management to more than $125 billion.
Earlier in his career, he served at firms including Merrill Lynch & Co. in New York, and CMA Mortgage Associates.
Mr. Leishman earned a Bachelor of Arts in Finance from St. John University in New York and holds a Series 65, 63 and 7 licenses.
Anciens postes connus de D. Erik Leishman
Sociétés | Poste | Fin |
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Morgan Stanley Smith Barney Private Management LLC
![]() Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Founded in 1999, Morgan Stanley Smith Barney Private Management LLC is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Morgan Stanley Smith Barney Holdings LLC. | Sales & Marketing | 31/08/2011 |
Merrill Lynch & Co., Inc. /Old/
![]() Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Consultant / Advisor | 20/09/2011 |
Concord Capital Partners, Inc.
![]() Concord Capital Partners, Inc. Investment ManagersFinance Concord Capital Partners, Inc. provides investment advice. The company is headquartered in Matawan, NJ. | Sales & Marketing | - |
The MDE Group, Inc.
![]() The MDE Group, Inc. Investment ManagersFinance Founded in 1987 by Mitchell Eichen, MDE Group, Inc. is a wealth management firm and registered investment advisor located in Morristown, New Jersey. | Sales & Marketing | - |
Formation de D. Erik Leishman
St. John's University | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
Entreprise privées | 4 |
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The MDE Group, Inc.
![]() The MDE Group, Inc. Investment ManagersFinance Founded in 1987 by Mitchell Eichen, MDE Group, Inc. is a wealth management firm and registered investment advisor located in Morristown, New Jersey. | Finance |
Morgan Stanley Smith Barney Private Management LLC
![]() Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Founded in 1999, Morgan Stanley Smith Barney Private Management LLC is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Morgan Stanley Smith Barney Holdings LLC. | Finance |
Concord Capital Partners, Inc.
![]() Concord Capital Partners, Inc. Investment ManagersFinance Concord Capital Partners, Inc. provides investment advice. The company is headquartered in Matawan, NJ. | Finance |
Merrill Lynch & Co., Inc. /Old/
![]() Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |