Darin Leone
RIA Product and Platform Specialist at Hornor, Townsend & Kent | Greater Tampa Bay Area
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Darin Leone serves as a Product and Platform Specialist at Hornor, Townsend & Kent (HTK), where he plays a pivotal role in bridging the gap between innovative investment solutions and the financial aspirations of advisors and their clients. With over 20 years of experience in the investment management sector, Darin brings a wealth of knowledge in product management, investment strategies, and client relations. His expertise is instrumental in managing HTK's proprietary investment advisory platforms and third-party asset management relationships, ensuring that advisors have access to the best tools and resources to meet their clients' financial goals.
Darin's strategic leadership and entrepreneurial mindset have been key in developing and enhancing HTK's fee-based financial planning relationships, allowing advisors to provide comprehensive, tailored solutions that address the unique needs of their clients. He is deeply involved in supporting HTK's advisory retirement plan offerings, where his insights into market trends and regulatory changes help advisors navigate the complexities of retirement planning.
In addition to his technical skills, Darin excels in cross-functional team leadership, fostering collaboration among various departments to drive product innovation and enhance service delivery. His ability to communicate complex financial concepts in an accessible manner empowers advisors to build stronger relationships with their clients, ultimately leading to more informed investment decisions. As a dedicated partner in the financial services industry, Darin is committed to helping advisors and their clients achieve long-term success through strategic investment management and personalized financial planning.
RIA Product and Platform Specialist at Hornor, Townsend & Kent in February 2024 to Present
Wealth Management Advisor at TIAA in April 2023 to February 2024
Managing Director of Investment Solutions at GoalPath Solutions, LLC in May 2022 to April 2023
Career transition at Career Break in September 2021 to April 2022
Director, Intermediary Strategy and Key Accounts at Manning & Napier in June 2019 to August 2021
Client Portfolio Manager (Portfolio Strategist) & Key Accounts Manager at Manning & Napier in August 2009 to June 2019
Private Client Manager at US Trust, Bank of America Private Wealth Management in January 2005 to January 2009
Portfolio Analyst at US Trust in January 2003 to January 2005
Due Diligence Analyst at Raymond James Financial in January 2002 to January 2003
Financial Trader at Raymond James Financial Inc. in January 2000 to January 2002
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Syracuse University, Bachelor, November 1994 to November 1999
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Manager research
Key Accounts
Investment Analysis
Product Development
Investment Management
Cross-platform Development
Product Management
Asset Allocation
Investments
Investment Strategies
Wealth Management
Asset Managment
Investment Advisory
Strategy
Financial Services
Finance
Product Marketing
Sales Management
Sales
Research
Retirement Planning
Marketing
Direct Sales
Sales & Marketing
Due Diligence
401(k) Retirement Savings Plans
Equity Trading
Product Launch
Product Design
Strategic Planning
Change Management
Public Speaking
Facilitation
Management
Sales Presentations
Negotiation
Communication
Leadership
Client Relations
Separately Managed Accounts
ETFs
Platform Development
Platform Integration
Wealth Management Services
Chartered Financial Analyst
Turn Around Management
Driving Innovation
Cross-functional Team Leadership
Business Strategy
Leadership Development
Team Building
Entrepreneurship
Strategic Leadership
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Discover more about Hornor, Townsend & KentWhat is Darin Leone email address?
Email Darin Leone at [email protected], [email protected] and [email protected]. This email is the most updated Darin Leone's email found in 2026.
What is Darin Leone phone number?
Darin Leone phone number is 9414479416.
How to contact Darin Leone?
To contact Darin Leone send an email to [email protected], [email protected] or [email protected]. If you want to call Darin Leone try calling on 9414479416. (updated on August 27, 2024)
What company does Darin Leone work for?
Darin Leone works for Hornor, Townsend & Kent
What is Darin Leone's role at Hornor, Townsend & Kent?
Darin Leone is RIA Product and Platform Specialist
What industry does Darin Leone work in?
Darin Leone works in the Financial Services industry.
Darin Leone Email Addresses
Darin Leone Phone Numbers
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