John Leavy Consulting
Financial Services • 
Cromwell, Connecticut, United States • 1-10 Employees
Company overview
| Headquarters | Cromwell, Connecticut, United States |
| Phone number | +18602275625 |
| Website | |
| NAICS | 52 |
| Keywords | Conversion, Change Management, Program And Project Management, Technology Consulting, Solution Design, System Integration, Operational Excellence, Testing, Investment Management, Implementations, Enterprise Data Management, Client Reporting, Strategic And Business Consulting, Competitive Assessment, Systems Implementation And Integration, Strategic Advisory And Roadmap Development, Process Design And Change, Data Architecture And Data Governance, Front To Back Business Process Optimization, Investment Accounting And Reporting, Performance Measurement Attribution, Risk And Analytics |
| Founded | 2023 |
| Employees | 1-10 |
Key Contact at John Leavy Consulting
John Leavy
Owner / Principal Consultant
John Leavy Consulting Email Formats
John Leavy Consulting uses 1 email format. The most common is {first initial} (e.g., j@johnleavyconsulting.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@johnleavyconsulting.com | 100% |
About John Leavy Consulting
John Leavy has an exceptional 35-year track record of leading and managing projects involving portfolio accounting, performance measurement, analytics, data management, CRM, and reporting systems at buy-side and sell-side companies. John has led change in financial services companies' back and middle offices. He has managed performance and attribution, portfolio accounting, and data management implementation projects with various systems, including Eagle, SS&C, and Confluence platforms – leveraging his deep understanding of upstream and downstream systems and processes. John has led numerous large-scale technology projects and conversions, including building an entire back and middle office infrastructure for an online trust and wealth management enterprise. During the Wrap Fee boom, John headed operations of the Investment Management division at a leading broker-dealer, where he led his group through several implementations, upgrades, and conversions. John was the Director of Operations at a leading software solutions company serving the Investment/Wealth Management industry. John’s client engagements include large asset owners, asset managers, Registered Investment Advisors (RIAs), broker dealers, hedge funds, and insurance companies. In addition to his broad investment services industry experience, John previously held FINRA Series 7, 8, 24, 63, and 65 licenses. In 2023, John faced the challenging choice of launching his own practice. John Leavy Consulting emerged with the backing of family and business connections. Thanks to the name recognition he gained from numerous clients and professional relationships throughout his career, John Leavy Consulting has already assisted several clients with software implementations, workflow enhancements, organizational assessments, and process improvements. John maintains communication with several former clients, encouraging them to reach out for any inquiries or ideas they’d like to discuss.
John Leavy Consulting revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
John Leavy Consulting has never raised funding before.
John Leavy Consulting Tech Stack
Discover the technologies and tools that power John Leavy Consulting's digital infrastructure, from frameworks to analytics platforms.
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United Kingdom
Germany
Bonaire, Sint Eustatius and Saba
Australia
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SpainFrequently asked questions
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