Jonathan Leonard is a finance and sales professional at Center for Wealth Preservation, a MassMutual firm with a Bachelors in Finance from Stony Brook University. He has nine years of experience in sales and four in finance, previously working as a Business Finance Advisor to secure financing for business owners across the United States and Canada.
In his current role, Jonathan has excelled in boosting firm traffic by building relationships with professionals who are not yet familiar with CWP and the value it can provide. His success may lead to the creation of a dedicated sales development team, positioning CWP ahead of competitors.
Jonathan's ambition extends to becoming a financial advisor and building his own practice to maintain long-term client relationships. Furthermore, Jonathan aspires to contribute to sales development efforts with the firm as the company develops that platform.
Outside of work, he is a dedicated caregiver to his disabled brother and treasures his family connections. Jonathan’s interests outside the office include beach volleyball, obtaining a pilot's license, and one day starting a family.
1393 Veterans Memorial Highway
Suite 307 S
Hauppauge, NY 11788
6800 Jericho Turnpike
Syosset, NY 11791
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Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual) AND are not subsidiaries of MassMutual or its affiliated companies. Securities and investment advisory services ARE offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. SIPC.org 6800 Jericho Turnpike, Suite 202W, Syosset, NY 11791, 516.364-4203. CRN202604-4189495
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