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CANDIDATE PROFILE
Name: PETER DE LEONARDIS
Last Updated: 2021-08-17
Email: pndeleonardis@gmail.com
Phone #: 8324438133
Address: 116 Bellaire Court
Bellaire, TX 77401
RESUME
PETER DE LEONARDIS

Address: 116 Bellaire Court, Bellaire Texas 77401 Phone: 832.443.8133 Email: pndeleonardis@gmail.com

-=JOB POSITION=-

»»»QUALIFICATIONS PROFILE

Market-driven and strategic executive, offering proven expertise in managing investment portfolios encompassing cash flow, assets, and fixed-income securities within the insurance company.

Known for strong leadership capabilities in spearheading the development of business tactics, as well as the execution of investments strategies that meet and exceed company goals. Effective at overseeing group dynamics and directing multidisciplinary teams of professionals toward the successful attainment of client experience objectives. Proficient with Microsoft Office Suite and Bloomberg.

»»»CORE COMPETENCIES

Market Research and Analysis | Budget Management | Business Development | Investor Relationship Management
Resource and Change Management | Operations Oversight | Rapid Conflict Resolution

»»»PROFESSIONAL EXPERIENCE

»»NEW ERA LIFE INSURANCE CO., HOUSTON, TX
VICE PRESIDENT/PORTFOLIO MANAGER Apr 2020–Present

•Oversee over $800M of assets and expertly administer diverse asset classes, including U.S. Treasuries, government agencies, mortgage-backed securities (MBS), collateralized mortgage obligations (CMOs), corporate bonds, commercial mortgage-backed securities (CMBS), asset-backed securities (ABS), collateralized debt obligations (CDOs), municipal bonds, and 144A private placement securities
•Design Bloomberg template windows and closely track portfolio using Bloomberg investment software
•Guide the Accounting Department in the reconciliation of investment data for financial reporting of Schedules D, E, and DA
•Build and maintain positive relationships with custodians, broker dealers, money managers, as well as the insurance departments
•Lead certain trades under the supervision of the chief executive officer (CEO), while steering efforts in developing unorthodox strategies to generate and increase profit
•Aid with annual statement report filings for all states, and function as the primary liaison with external money managers, including Asset Allocation and Management LLC and Securian Asset Management
•Spearhead the establishment of investment profiles on all securities in company portfolio through FIS global (formerly Sungard)
•Exemplify industry skills in updating market prices and ratings for all securities
•Create quarterly reports for board meetings, and communicate with auditors and state examiners concerning investments

»»»ASSISTANT VICE PRESIDENT, INVESTMENTS Jul 2019–Apr 2020

•Expertly handled $600M of assets for New Era Life, New Era Life of the Midwest, and Philadelphia American Life
•Offered hands-on support to portfolio manager with investment management and reporting
•Fulfilled other key tasks, such as keenly evaluating financial and operational performance of portfolio, gathering trade tickets and verifying settlements with the banks, supporting Bloomberg software usage, and aiding with oversight of bond trading


»»»INVESTMENTS ANALYST Dec 2010–Dec 2016

•Offered hands-on support to portfolio manager with investment management and reporting
•Played an integral role in monitoring and uploading all trades into the PaperVision
•Performed analysis of bond offering memorandums as well as investment research using Bloomberg Terminal

»»»EZNEEDS, LLC., HOUSTON, TX
CO‐FOUNDER/EXECUTIVE VICE PRESIDENT/CHIEF OPERATIONS OFFICER
Jan 2016–Nov 2018

•Contributed to the development of an online business, which entailed sourcing capital, building online presence, and leading customer interactions
•Assumed full accountability for inventory control, trend analysis, business plan development, as well as rapid conflict resolutions
•Identified business trend and aligned budgets and operational plans to expand company growth and opportunities
•Worked closely with company partners to conceptualize develop and implement strategic plans to advance company’s mission and objectives toward revenue, profitability, and company growth
•Partnered with the Rackspace to efficiently administer server activity as well as website speed
•Facilitated price and website experience assessments to determine clientsʹ needs and formulate appropriate procedures aiming to boost overall customer experience
•Collaborated with the chief executive officers (CEO) to ensure smooth flow of day‐to‐day operations, while effectively addressing complex problems impacting operations management and business direction

»»»EDUCATION

BACHELOR OF BUSINESS ADMINISTRATION IN FINANCE WITH MINOR IN THEOLOGY
UNIVERSITY OF ST. THOMAS, HOUSTON, TX

»»»AWARDS

•The Top 100 Magazine
Top 100 US Business Leaders

•Global Conference on Insurance and Finance (GCIF)
Top 100 Global Leaders (2020–2021)


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