Leo Larson
Client Relationship Manager Intern
Main: 952.854.5544
Fax: 952.854.6335
About
Leo brings energy and curiosity to his role as a Client Relationship Manager intern at IEM, where he is eager to gain real-world experience in wealth management while supporting the team and learning from seasoned professionals.
Experience and Education
Leo is pursuing a degree in Finance at Dallas Baptist University, where he also plays on the men’s soccer team. He holds the Securities Industry Essentials (SIE) certification (issued April 2025) and Series 65 license (issued August 2025). His academic focus, athletic commitment, and growing professional foundation have helped him develop discipline, teamwork, and leadership skills that he applies both on and off the field.
Personal
A Minnesota native, Leo enjoys all sports and especially looks forward to summer golf around the Twin Cities. In his free time, he can often be found on the lake with friends and family, making the most of Minnesota’s summers.
CONTACT LEO:
7900 International Drive Suite 405
Office: 952.854.5544
Fax: 952.854.6335
Email: iem@integratedequity.net