Valerie Leon

Fourth-year Wealth Management Student, BNY Wealth US Markets Summer Analyst

Davie, Florida
With a focus on wealth management and a foundation in international business, I bring a solid track record of supporting high-net-worth client portfolios and fostering relationships in both professional and academic settings. Recently, I completed a summer analyst role at BNY Mellon, where I developed technical skills in banking platforms and deepened my understanding of fiduciary responsibilities, trust management, and performance analysis for ultra-high-net-worth clients. My experience spans financial services, organizational leadership, emphasizing my adaptability and commitment to relationship-building. Outside of work, I am actively involved in leadership roles, such as my vice presidency of alumni relations in Women of the Workplace and my role with Florida Cicerones as a campus ambassador, where I guide prospective students and represent the university, and active member of Delta Sigma Pi. I’m also passionate about mentorship and community building, leveraging these opportunities to support peers and undergraduates in reaching their professional goals. Proficient in both English and Spanish, with working knowledge in Portuguese, I aim to bring both a global perspective and a strong client-centric approach to my next role.
linkedin logoResume
US Markets and Summer Analyst, BNY Wealth, 2024