To find out more about our Human Resources Consulting Services, visit our website at https://lnkd.in/e-iQpcvf.
Principal Consultant | Data Analytics | Portfolio Accounting | Performance Measurement & Attribution SME
John Leavy Consulting LLC
金融服务
Cromwell，CT 395 位关注者
Solving complex technology and operations challenges for the investment management industry
关于我们
John Leavy has an exceptional 35-year track record of leading and managing projects involving portfolio accounting, performance measurement, analytics, data management, CRM, and reporting systems at buy-side and sell-side companies. John has led change in financial services companies' back and middle offices. He has managed performance and attribution, portfolio accounting, and data management implementation projects with various systems, including Eagle, SS&C, and Confluence platforms – leveraging his deep understanding of upstream and downstream systems and processes. John has led numerous large-scale technology projects and conversions, including building an entire back and middle office infrastructure for an online trust and wealth management enterprise. During the Wrap Fee boom, John headed operations of the Investment Management division at a leading broker-dealer, where he led his group through several implementations, upgrades, and conversions. John was the Director of Operations at a leading software solutions company serving the Investment/Wealth Management industry. John’s client engagements include large asset owners, asset managers, Registered Investment Advisors (RIAs), broker dealers, hedge funds, and insurance companies. In addition to his broad investment services industry experience, John previously held FINRA Series 7, 8, 24, 63, and 65 licenses. In 2023, John faced the challenging choice of launching his own practice. John Leavy Consulting emerged with the backing of family and business connections. Thanks to the name recognition he gained from numerous clients and professional relationships throughout his career, John Leavy Consulting has already assisted several clients with software implementations, workflow enhancements, organizational assessments, and process improvements. John maintains communication with several former clients, encouraging them to reach out for any inquiries or ideas they’d like to discuss.
- 网站
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https://johnleavyconsulting.com/
John Leavy Consulting LLC的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Cromwell，CT
- 类型
- 上市公司
- 创立
- 2023
- 领域
- Front to back Business Process Optimization、Investment Accounting and reporting、Performance Measurement attribution, risk and analytics、Enterprise Data Management, Data Architecture and Data Governance、Solution Design、Program and Project Management 、System Integration, and Testing、Process Design and Change、Technology Consulting、Performance and Attribution Reporting and Risk metrics、Strategic and Business Consulting、Client Reporting、Competitive Assessment、Conversion, and Implementations、Investment Management、Strategic Advisory and Roadmap Development、Systems Implementation and Integration、Operational Excellence和Change Management
地点
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主要
获取路线
US，CT，Cromwell，06416
John Leavy Consulting LLC员工
动态
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?? Exciting News! ?? John Leavy Consulting is thrilled to announce that we are a proud sponsor of this year's PMAR Conference! ?? We are looking forward to engaging with industry leaders and peers, sharing insights, and exploring the latest trends in performance measurement and risk. The PMAR Conference is a fantastic opportunity to connect, learn, and grow together. Join us at the event and be part of the conversation that shapes the future of our industry. Don't miss out on this incredible experience! ?? Date: May 21-22, 2025 ?? Location: The Heldrich Hotel, New Brunswick, NJ, U.S.A. For more details and to reserve your spot, visit https://lnkd.in/gHmYyGr6. See you there! ?? #PMAR2025 #JohnLeavyConsulting #TSG #PerformanceMeasurement #RiskManagement #IndustryLeaders
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As we step into 2025, we had initially planned to share a celebratory New Year's message with exciting news about our journey and plans for the year. However, the tragic events that unfolded yesterday in New Orleans, Las Vegas, and Queens have left us with heavy hearts. It is difficult to express enthusiasm and promote our business when there is so much pain and suffering around us. Our hearts are heavy, and thoughts are with the families who have lost loved ones, those who are fighting for their lives in hospitals, and everyone who witnessed these horrific acts. The impact of such events is far-reaching, and many lives will never be the same. We at John Leavy Consulting, we extend our deepest sympathies to all those affected by these senseless acts of violence. We are truly saddened by how this year has begun, and we hope for healing and an end to this madness. ??
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As we step into 2025, we had initially planned to share a celebratory New Year's message with exciting news about our journey and plans for the year. However, the tragic events that unfolded yesterday in New Orleans, Las Vegas, and Queens have left us with heavy hearts. It is difficult to express enthusiasm and promote our business when there is so much pain and suffering around us. Our hearts are heavy, and thoughts are with the families who have lost loved ones, those who are fighting for their lives in hospitals, and everyone who witnessed these horrific acts. The impact of such events is far-reaching, and many lives will never be the same. We at John Leavy Consulting, we extend our deepest sympathies to all those affected by these senseless acts of violence. We are truly saddened by how this year has begun, and we hope for healing and an end to this madness. ??
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Happy Holidays from John Leavy Consulting! As we wrap up another incredible year, we want to extend our heartfelt gratitude to our amazing clients. Your support and collaboration have been the driving force behind our success. Exciting News Ahead! Stay tuned for some thrilling announcements in the New Year. We can’t wait to share what we’ve been working on and how it will elevate our journey together. Wishing you a joyous holiday season filled with warmth, happiness, and prosperity. Here’s to a fantastic 2025! Warmest regards, The John Leavy Consulting Team
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I am incredibly proud of the JLC management team.
???Celebrating Our First Year: John Leavy Consulting??? Dear LinkedIn community, I am thrilled to announce that John Leavy Consulting has officially completed its first year in business! ?? It has been an exhilarating journey, and I am immensely grateful for the support of our incredible team and our wonderful clients. Let me introduce you to the dynamic duo behind the scenes: ?????Laurie Leavy: Laurie plays a pivotal role in every corporate decision. Her expertise and dedication have been instrumental in our success. ?????Ariana Leavy: Ariana is deeply involved with our clients and collaborates with other consultants to provide exceptional service. She also manages critical business operations, including payroll, HR, benefits, and insurance. But that’s not all! Exciting news awaits on the horizon. We are expanding our services to better serve our clients. While our roots remain in the Financial Services industry, our soon-to-be-announced additional offerings can seamlessly benefit various sectors. To all our followers, thank you for your unwavering support. Here’s to many more years of growth and success! ?? Best regards, John Leavy
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???Celebrating Our First Year: John Leavy Consulting??? Dear LinkedIn community, I am thrilled to announce that John Leavy Consulting has officially completed its first year in business! ?? It has been an exhilarating journey, and I am immensely grateful for the support of our incredible team and our wonderful clients. Let me introduce you to the dynamic duo behind the scenes: ?????Laurie Leavy: Laurie plays a pivotal role in every corporate decision. Her expertise and dedication have been instrumental in our success. ?????Ariana Leavy: Ariana is deeply involved with our clients and collaborates with other consultants to provide exceptional service. She also manages critical business operations, including payroll, HR, benefits, and insurance. But that’s not all! Exciting news awaits on the horizon. We are expanding our services to better serve our clients. While our roots remain in the Financial Services industry, our soon-to-be-announced additional offerings can seamlessly benefit various sectors. To all our followers, thank you for your unwavering support. Here’s to many more years of growth and success! ?? Best regards, John Leavy