Greenleaf Advisory LLC
Business Consulting and Services
Boca Raton, Florida 9 followers
Middle and Back Office consulting for rapidly growing small to mid-size buy-side firms
About us
Series 99 Operations & Certified Project Manager with buy & sell-side experience starting up and enhancing global business units, resolving complex issues & increasing productivity while reducing risk through technological solutions
- Industry
- Business Consulting and Services
- Company size
- 1 employee
- Headquarters
- Boca Raton, Florida
- Type
- Self-Owned
- Founded
- 2019
- Specialties
- Capital Markets, Fixed Income, Derivatives, Structured Credit, Due Diligence, Investor Onboarding & Servicing, Cash & Position Reconciliations, Project Management, Technology Implementations, US & Cayman Private Funds, Service Provider Onboarding, Trade Support & Settlement, Internal Audit, ISDA Negotiations, Residential & Commercial Mortgages, US Public Open, Closed & Interval Funds, Irish UCITS, Socially Responsible Investing, Commodities, Structured Finance, Securitizations, and Investment Reporting
Locations
-
Primary
Get directions
Boca Raton, Florida 33433, US