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Edgar Julius Leon, C.I.R

Edgar Julius Leon, C.I.R

Broker Assistant

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  • Timeline

  • About me

    Regional Manager of Recruiting at Caduceus Healthcare Inc.

  • Education

    • Colegio Espíritu Santo

      -

    • Universidad de Puerto Rico en Bayamón

      2007 - 2012
      Bachelors degree in Business Administration Accounting

      Activities and Societies: Asociación de Contabilidad (ASEC)

  • Experience

    • Banco Santander Puerto Rico

      Jun 2013 - Dec 2013
      Broker Assistant

    • MassMutual Financial Group

      Jan 2014 - Jul 2015
      Financial Services Professional

      Inheritances, business succession planning , plans for retirement and replacement of income. Our areas of expertise are used to work important issues such as ;• College Funding• Supplement Retirement• Purchase and Sale Contracts• Income Replacement• Mortgage Cancellation• Business Over Head• Capital Accumulation

    • T3 Trading Group, LLC

      Aug 2015 - Mar 2016
      Proprietary Equity Trader

      • Prepared daily trading strategies for intraday and overnight trading positions.• Actively traded Stocks and electronically using Lightspeed trader platform. • Responsible for management and growth of an $100,000 proprietary trading account.• Conducted extensive due diligence of individual companies’ financial statements, conference calls, and numerous macroeconomic news and indicators to adjust current trading strategies and manage portfolio risk.• Generated trading ideas through a combination of analyst research, order flow, technical indicators, and relationships with other traders. Show less

    • Inteira Corp.

      Jan 2016 - now
      Senior Administrative Specialist

    • Caduceus Healthcare Inc.

      Jun 2017 - now
      Regional Manager of Recruiting

  • Licenses & Certifications

    • Disability Income

      Comisionado de Seguros

    • Life Insurance

      Comisionado de Seguros

    • Variable life

      Comisionado de Seguros

    • Series 7

      Financial Industry Regulatory Authority (FINRA)