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Avatar of Christopher Lazos.
Avatar of Christopher Lazos.
Sr. Vice President - Private Wealth Management @Maxim Group
2005 ~ 2008
Financial Analyst/Advisor
Within one month
and unwavering commitment set the standard for excellence within the industry, guiding Oppenheimer toward continued success and innovation. Puerto Rico Work Experience Managing Director - Investments • Oppenheimer & Co. Inc. MayPresent Christopher Lazos embodies excellence and leadership within the esteemed halls of Oppenheimer & Co. Inc. Since joining the firm in 2008, Lazos has been pivotal in shaping its financial services landscape, garnering widespread acclaim for his unwavering dedication and expertise. Sr. Vice President - Private Wealth Management • Maxim Group AprilMay 2008 Sr. Vice President - Private Wealth Management • Maxim Group Financial Advisor • Ehr...
Word
Employed
Open to opportunities
Full-time / Interested in working remotely
More than 15 years
New York Institute of Technology
Avatar of the user.
Avatar of the user.
PM/SA @博暉科技
2022 ~ Present
Pre-sales/PM/Business Consultant/Business Analyst/System Analyst
Within one month
Asset Management
Investment Management
JIRA Project Management
Employed
Open to opportunities
Full-time / Interested in working remotely
10-15 years
Tamkang University
運輸科技與物流管理學系
Avatar of the user.
Avatar of the user.
Project Manager @Amaryllo Inc.
2023 ~ Present
Business Development, Product Manager, Project Management, Business Operations, Process Design
Within one month
Project Management
Business Development
Operations Management
Employed
Open to opportunities
Full-time / Interested in working remotely
10-15 years
National ChengChi University (NCCU)
International MBA in Finance
Avatar of the user.
Avatar of the user.
IT and Dealing Coordinator @PT. Majoris Asset Management
2023 ~ Present
IT Manager
Within one year
Microsoft Office
Analysis
Dealer Management
Employed
Full-time / Interested in working remotely
10-15 years
Universitas Gunadarma
Computer Technology/Computer Systems Technology
Avatar of John J. Bowman Jr. Accountant.
Avatar of John J. Bowman Jr. Accountant.
John J. Bowman, Jr. @Accountant
1970 ~ Present
Chief Executive Officer
Within one year
development. His professional expertise has been sought out by a number of authorities and organizations, including the Republican Senatorial Inner Circle and the Presidential Business Commission. Education Harvard Business School Business Administration, Tax Law, and Accounting (PLDDuring his time at Harvard, Bowman entered into a specialized Owner/Management Program. The OMP helps promising business students build their business and law acumen while developing their professional networks. Robert Morris University Accounting (B.SWhile attending Robert Morris University, John J. Bowman Jr. studied accounting with a concentration in tax. Skills Tax Law Accounting
Tax Law
Finance
accounting
Employed
Not open to opportunities
Full-time / Not interested in working remotely
More than 15 years
Harvard Business School
Tax Law & Accounting
Avatar of 游振和.
Avatar of 游振和.
Past
經管部稅務專員(Tax associate) @伊雲谷數位科技股份有限公司
2019 ~ 2021
金融研究員、財務分析/財務人員、金融交易員、專案人員、分析專員
More than one year
Chen-He Yu (Rex Yu) Sanchong Dist., New Taipei Cityyears experience as a tax professional working on transfer pricing and international tax issues. Experience with company incorporation process, selecting and coordinating with external consultants in Southeastern Asian countries. An independent thinker with excellent English communication skills and project management competency. │ [email protected] Work experience Tax associate eCloudvalley Digital Technology Co., Ltd. - Investment management Dept. JulyJuly 2021 Evaluated company incorporation and cooperated with external consultancy firms for the company registration process in Southeast Asian countries. Liaised with local salespeople
Word
PowerPoint
Excel
Unemployed
Not open to opportunities
Full-time / Interested in working remotely
4-6 years
東吳大學
企業管理系
Avatar of Yim Shuk Kwan.
Avatar of Yim Shuk Kwan.
Segment Mgr Manager @Cross-border Division, Bank of China (Hong Kong)
2015 ~ Present
Business Strategy Officer
More than one year
as securities trading. Business development officer • HSBC 七月四月 2011 Promote personal banking products and service to designed customers. Telemarketer • Cigna Insurance Company 十月六月 2010 Promote different insurance plans to customers. Education The University of Hong Kong Community College Business Marketing and Management(Distinction, Graduation GPA:The University of Hong Kong Community College Certificate in Investment ManagementUniversity College of Dublin Bachelor degree of Business Studies Marketing(Second upper,Graduation GPA:國家語言文字工作委員會 普通話水平測試證書 2010 Projects
Effectiveness
Competitor Analysis
Business Strategies
Full-time / Not interested in working remotely
10-15 years
University College of Dublin
Bachelor degree of Business Studies Marketing(Second Class Honours Division One, GPA: 3.22 )
Avatar of HULT Private Capital.
Avatar of HULT Private Capital.
HULT Private Capital @HULT Private Capital
2008 ~ Present
CEO & Co-Founder
More than one year
HULT Private Capital CEO & Co-Founder • City,1 Cornhill, London,UK • [email protected] HULT Private Capital advises clients on a broad range of innovative structured products in investment management and financial services. Before you choose to move any assets into these investments, be sure to arrange a talk with a qualified financial advisor who understands structured products thoroughly. Work Experience HULT Private Capital, HULT Private Capital, Mar 2008 ~ Present At HULT Private Capital offers structured investments to a wide range of investor groups including personal, pension, corporate, charity, and credit unions. These investment strategies
FinancialServices
Investments
Executive Management
Employed
Full-time / Interested in working remotely
4-6 years
University of London
Finance
Avatar of Joseph Bosso.
Avatar of Joseph Bosso.
MBA Summer Intern – Business Analyst @SEI Wealth Platform
2015 ~ 2015
Consultant
More than one year
in Clemson University. Work Experience Market Cube LLC, Project Manager Intern, Jun 2016 ~ Present Market Cube is an online sample and research operations company dedicated to helping our clients look good and maximize their ROI. SEI Wealth Platform, MBA Summer Intern – Business Analyst, Jun 2015 ~ Aug 2015 SEI Investments Company (SEI) is a provider of investment processing, investment management and investment operations solutions. The Company enables corporations, financial institutions, financial advisors. Sea Island Builders, Crew Chief, Apr 2009 ~ Jun 2011 Sea Island Builders specializes in high quality construction in and around Charleston, SC, including Isle of
Microsoft Office
Data analysis
Digital Marketing
Full-time / Interested in working remotely
4-6 years
Georgia Institute of Technology
IT
Avatar of Chaz Price.
Avatar of Chaz Price.
Multi-Family Wealth Adviser @TDC Investment Advisory
2019 ~ 2020
CERTIFIED FINANCIAL PLANNER™
More than one year
in his career, Mr. Price grew his financial planning practice from $0, to more than $8 million in portfolio assets under management in just under severn years, during his tenure at Raymond James Financial Services. Following this role, Mr. Price became a strategic team lead at TDC Investment Advisory, where he oversaw a group of financial advisors. His primary responsibilities included communicating with the team about deadlines and company goals and assessing their performance, as well as assisting senior management with training and supervision. Additionally, he managed $20 million in assets under management and implemented
Comprehensive
Planning
Retirement Plan Consulting
Employed
Not open to opportunities
Full-time / Not interested in working remotely
More than 15 years
University of Toledo
Masters of Business Administration MBA Finance and Financial

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G4kmkchs1pzcnvwqk86j

Bryan Dunst

Senior Vice President  •  New Jersey, US  • 

Bryan Dunst lives and works as a financial advisor in New Jersey. When not working he lives an active lifestyle and enjoys traveling and exploring different places. Throughout his life, he has traveled extensively both for work and recreation. He has visited well over a dozen countries throughout North America, Asia, and Europe. Each place offers its own one-of-a-kind experience, but no matter where Bryan goes, he cherishes the opportunity to meet new people and learn their stories and history. There is no better way to understand both how big and how small the world is all at once. Bryan fully immerses himself in the culture of each country he visits. Aside from traveling, Bryan enjoys listening to music, catching up on the latest movies, and fitness. 



Experience

Senior Vice President, Certified Financial Planner, Chartered Retirement Plans Specialist | October 2010 - Present

Wealth Management Advisor working with high net worth families, businesses and institutions. PMD Coach responsible for training and educating the next generation of Merrill Lynch Financial Advisors.

Specialties


Estate Planning 

Financial Planning 

Intergenerational Wealth Planning



Business Succession Planning

Commercial Loans 401(k) Rollovers



Portfolio Construction 

Investment Management

Education

Fairleigh Dickinson University

Masters, Finance

Ramapo College of New Jersey

Bachelor of Science, Business Administration

Map


Paragraph image 05 00@2x d170fe8d3169a1e4180deac7150bb5e073029308e837c64ef461e01445ee7d3f
Paragraph image 05 01@2x 48a2e32b6416927a94cff749639e9bc2ccdc88b497b221b2c2ee9fe56c1e7cdd

BryanDunst.com | BryanDunst.net

Visit Bryan's websites to read his latest blogs! 

The Future of the Fitness Industry: How Technology is Changing Exercise

If you walk into any gym or fitness class today, you are likely to pass by individuals wearing fitness trackers, wireless headphones, or some other technology piece that is believed to make the individuals exercise experience better. We are constantly looking for the most discreet fitness tracker that offers us the most data. We stand in line for the newest fitness crazes and workouts that will keep us motivated and give us the most bang for our buck. But does the increase in technology to the fitness industry make us more motivated and fit? Here is a look at some of the newest trends in fitness technology...[Read the full blog at BryanDunst.net]

Paragraph image 02 00@2x cb1a9cce8ec2420576e7f93d4a97d2663cb38d3060b7943702140d7f6da9f81e
Paragraph image 03 00@2x a10257c22ab8b43ba541f7170ecfbbafea76718648ab6504b9015d9950ed2250

What's For Dinner? How Cooking for Others Can Improve Your Wellbeing

What are you making for dinner? The answer to this question is not always easy. In our busy lives, cooking can sometimes feel like a chore. Maybe you are tired, short on time, or have had the same dish every week and need new inspiration. Nevertheless, we all know that cooking meals yourself not only saves money but also tends to produce healthier meals as opposed to ordering out. You don’t need to be an expert chef to reap the benefits of cooking. As it turns out, cooking is also great for your mental health as well. If you are in need of some inspiration to fit more homemade meals into your week, here are just a few of the many psychological benefits you’ll receive from cooking... [Read the full blog at BryanDunst.com]

The Difference Between Common Cooking Oils

How we cook and the ingredients we use tend evolve. In the past, lard and eventually vegetable oil were common household ingredients found in most kitchens. Today, home cooks have plenty of options to choose from when it comes to cooking oils. With plenty of choices on the grocery store shelves, it can be tricky to decipher which ones are the healthiest or the best to use for your meals.

Paragraph image 02 00@2x
Paragraph image 03 00@2x

International Etiquette Tips: What to Know Before You Eat

One of the best parts about traveling is diving into a new culture and learning about the people and traditions specific to the region. An easy way to do this is through food. Meals connect us as humans and provide us with a common ground to bond, make new friends, and learn about the culture. That being said, dining without being aware of the proper etiquette or manners associated with a specific location is an easy way to be categorized as a rude, sometimes offensive tourist. Brush up on your destinations etiquette and display an open mind to have the best experience while dining. Here are a few surprising tips for dining around the world.

Paragraph image 01 00@2x

Tips For Travelling From Home

Bryan Dunst shares a few tips to help you travel from the comfort of your home.

Traveling Safely During The COVID-19 Pandemic

Bryan Dunst discusses how you can go about traveling safely during the COVID-19 pandemic.

Paragraph image 00 00@2x
Projects 02 00@2x

Tips For Travelling From Home

Bryan Dunst shares a few tips to help you travel from the comfort of your home. Check out the presentation at Bryan's Issuu


Projects 00 00@2x

Eating Healthy During A Pandemic

Bryan Dunst shares a few tips to help you eat healthy during the COVID-19 pandemic. Check out the presentation at Bryan's Issuu!

Resume
Profile
G4kmkchs1pzcnvwqk86j

Bryan Dunst

Senior Vice President  •  New Jersey, US  • 

Bryan Dunst lives and works as a financial advisor in New Jersey. When not working he lives an active lifestyle and enjoys traveling and exploring different places. Throughout his life, he has traveled extensively both for work and recreation. He has visited well over a dozen countries throughout North America, Asia, and Europe. Each place offers its own one-of-a-kind experience, but no matter where Bryan goes, he cherishes the opportunity to meet new people and learn their stories and history. There is no better way to understand both how big and how small the world is all at once. Bryan fully immerses himself in the culture of each country he visits. Aside from traveling, Bryan enjoys listening to music, catching up on the latest movies, and fitness. 



Experience

Senior Vice President, Certified Financial Planner, Chartered Retirement Plans Specialist | October 2010 - Present

Wealth Management Advisor working with high net worth families, businesses and institutions. PMD Coach responsible for training and educating the next generation of Merrill Lynch Financial Advisors.

Specialties


Estate Planning 

Financial Planning 

Intergenerational Wealth Planning



Business Succession Planning

Commercial Loans 401(k) Rollovers



Portfolio Construction 

Investment Management

Education

Fairleigh Dickinson University

Masters, Finance

Ramapo College of New Jersey

Bachelor of Science, Business Administration

Map


Paragraph image 05 00@2x d170fe8d3169a1e4180deac7150bb5e073029308e837c64ef461e01445ee7d3f
Paragraph image 05 01@2x 48a2e32b6416927a94cff749639e9bc2ccdc88b497b221b2c2ee9fe56c1e7cdd

BryanDunst.com | BryanDunst.net

Visit Bryan's websites to read his latest blogs! 

The Future of the Fitness Industry: How Technology is Changing Exercise

If you walk into any gym or fitness class today, you are likely to pass by individuals wearing fitness trackers, wireless headphones, or some other technology piece that is believed to make the individuals exercise experience better. We are constantly looking for the most discreet fitness tracker that offers us the most data. We stand in line for the newest fitness crazes and workouts that will keep us motivated and give us the most bang for our buck. But does the increase in technology to the fitness industry make us more motivated and fit? Here is a look at some of the newest trends in fitness technology...[Read the full blog at BryanDunst.net]

Paragraph image 02 00@2x cb1a9cce8ec2420576e7f93d4a97d2663cb38d3060b7943702140d7f6da9f81e
Paragraph image 03 00@2x a10257c22ab8b43ba541f7170ecfbbafea76718648ab6504b9015d9950ed2250

What's For Dinner? How Cooking for Others Can Improve Your Wellbeing

What are you making for dinner? The answer to this question is not always easy. In our busy lives, cooking can sometimes feel like a chore. Maybe you are tired, short on time, or have had the same dish every week and need new inspiration. Nevertheless, we all know that cooking meals yourself not only saves money but also tends to produce healthier meals as opposed to ordering out. You don’t need to be an expert chef to reap the benefits of cooking. As it turns out, cooking is also great for your mental health as well. If you are in need of some inspiration to fit more homemade meals into your week, here are just a few of the many psychological benefits you’ll receive from cooking... [Read the full blog at BryanDunst.com]

The Difference Between Common Cooking Oils

How we cook and the ingredients we use tend evolve. In the past, lard and eventually vegetable oil were common household ingredients found in most kitchens. Today, home cooks have plenty of options to choose from when it comes to cooking oils. With plenty of choices on the grocery store shelves, it can be tricky to decipher which ones are the healthiest or the best to use for your meals.

Paragraph image 02 00@2x
Paragraph image 03 00@2x

International Etiquette Tips: What to Know Before You Eat

One of the best parts about traveling is diving into a new culture and learning about the people and traditions specific to the region. An easy way to do this is through food. Meals connect us as humans and provide us with a common ground to bond, make new friends, and learn about the culture. That being said, dining without being aware of the proper etiquette or manners associated with a specific location is an easy way to be categorized as a rude, sometimes offensive tourist. Brush up on your destinations etiquette and display an open mind to have the best experience while dining. Here are a few surprising tips for dining around the world.

Paragraph image 01 00@2x

Tips For Travelling From Home

Bryan Dunst shares a few tips to help you travel from the comfort of your home.

Traveling Safely During The COVID-19 Pandemic

Bryan Dunst discusses how you can go about traveling safely during the COVID-19 pandemic.

Paragraph image 00 00@2x
Projects 02 00@2x

Tips For Travelling From Home

Bryan Dunst shares a few tips to help you travel from the comfort of your home. Check out the presentation at Bryan's Issuu


Projects 00 00@2x

Eating Healthy During A Pandemic

Bryan Dunst shares a few tips to help you eat healthy during the COVID-19 pandemic. Check out the presentation at Bryan's Issuu!