
Anthony J. Leo
Securities Trading Assistant

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About me
Platform Strategy at Morgan Stanley | Retired U.S. Army Officer | Board Director at Iona Preparatory School
Education

University of New York Tirana
2015 - 2016Fulbright Scholarship Economic DevelopmentActivities and Societies: UNYT Charity Club

Iona Preparatory School
2007 - 20113.7Iona Prep educates young men to be moral, ethical leaders, developing the whole person in the heritage of Blessed Edmund Rice and the American Catholic tradition to be life-long learners, responsible to their commitment of service to others, confident in their self-worth, while being supported by a challenging and innovative college-preparatory curriculum in relationship with a dedicated and caring faculty and community.

Pace University
2011 - 2015Finance, Minor: Economics Finance 3.7Activities and Societies: Beta Gamma Sigma, International Business Honors Society (Top 10% of business school) Golden Key International Honor Society, (Top 15% of overall class) Omicron Delta Epsilon, International Economics Honors Society (Over 3.0 GPA in Econ courses) Lubin Business Association

American University
2014 - 2014European Union in Action ProgramThe European Union in Action Program puts you at the center of transatlantic decision-making. Brussels is the headquarters of the European Union and NATO, and it plays host to dozens of other official international organizations. Thousands of international corporations, associations, and non-governmental organizations call Brussels home. It truly is the place where the international community meets. The European Union in Action program puts you at the center of this global decision-making… Show more The European Union in Action Program puts you at the center of transatlantic decision-making. Brussels is the headquarters of the European Union and NATO, and it plays host to dozens of other official international organizations. Thousands of international corporations, associations, and non-governmental organizations call Brussels home. It truly is the place where the international community meets. The European Union in Action program puts you at the center of this global decision-making environment through:Courses and seminars with guest speakers that give you expert knowledge of the European Union, NATO, and global political, security, and economic challengesField trips to see the European Union and NATO in action outside of BrusselsInternships that give you real-world international experienceContinental-wide travel opportunities to enrich your understanding of EuropeA capital city environment that brings together people from all over the world Show less
Experience

James E. Coffey Securities Inc.
May 2012 - Aug 2012Securities Trading Assistant
Houlihan Lawrence
Oct 2012 - Oct 2013Licensed Real Estate Salesperson
US Trade Representative
Jan 2014 - Apr 2014Congressional Affairs Intern
U.S. Department of State
May 2014 - Dec 2014European Union Economic Policy Intern
Sept 2014 - Dec 2014International Visitor Leadership Intern
May 2014 - Aug 2014

Fulbright Association
Oct 2015 - Jul 2016Fulbright Scholar to Albania
Morgan Stanley
May 2017 - Nov 2019Fixed Income Risk Associate
US Army
Nov 2019 - Jun 2023First Lieutenant
Goldman Sachs
Jan 2023 - May 2023Veterans Integration Program
Morgan Stanley
Jun 2023 - nowField Experiece & Platforms Strategy Assistant Vice President
Sept 2024 - nowStrategy & Corporate Development Assistant Vice President
Jun 2023 - Sept 2024
Licenses & Certifications
.webp)
Series 63
FINRA (Financial Industry Regulatory Authority)Dec 2017.webp)
Series 7
FINRA (Financial Industry Regulatory Authority)Sept 2017
Morgan Stanley Investment Banking Division & Global Capital Markets Training
Financial Edge TrainingJul 2023
Ranger Qualified
United States Army Ranger SchoolJan 2022- View certificate

Fulbright Scholarship 2015 - 2016
U.S. Department of State
Honors & Awards
- Awarded to Anthony J. LeoEconomist of the Year (2015) Pace University May 2015 For outstanding contribution to the Economics Department in research, academics and co-curricular activities.
- Awarded to Anthony J. LeoFinance Faculty Award Pace University May 2015 For outstanding contribution to the Finance Department in academics and co-curricular activities.
- Awarded to Anthony J. LeoMagna Cum Laude Pace University May 2015 Final QPA of 3.65–3.84.
- Awarded to Anthony J. LeoAmerican Legion Award Iona Preparatory Jun 2011 For a student who has exemplified Honor, Courage, Scholarship, Leadership and Service.
Volunteer Experience
Board Member
Issued by Iona Preparatory School on Jul 2023
Associated with Anthony J. LeoHonorary Fire Chief
Issued by New York State Honorary Fire Chiefs Association on Jan 2018
Associated with Anthony J. LeoBoard Member of Advisors (Junior)
Issued by Children of Fallen Patriots Foundation on Jun 2025
Associated with Anthony J. LeoCo-COO of Veterans Employee Network
Issued by Morgan Stanley on Nov 2024
Associated with Anthony J. Leo
Languages
- enEnglish
- itItalian
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