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Avatar of David Bolno.
Within one year
David Bolno After earning an undergraduate degree from Temple University and his law degree from Duke University, David Bolno decided to make wealth management and tax advising his career. His clients are high earners who all have significant net worth. Examples of some of their professions include actors, actresses, musicians, performers, and athletes. While Bolno has helped his clients achieve extreme success, he always keeps their personal details private. Some of the specific duties that David’s clients turn to him for include help with filing taxes, writing a business plan, launching a new business, passing
Business Development
Business Management
Full-time
4-6 years
Avatar of Grant Conness.
Avatar of Grant Conness.
Managing Director & Co-Founder @Global Wealth Management
2009 ~ Present
Managing Director
More than one year
deferred exchange replacement property solutions. Wealthcrafters - SII Investments, Financial Advisor - Marketing Director, Jan 2003 ~ Apr 2006 Education Florida Atlantic University, Bachelor of Business Administration (BBA), Bachelor of Business Administration B.B.A. Marketing, 1998 ~ 2001 University of Findlay, Master of Business Administration (MBA), Business Administration and Management, 1996 ~ 1998 Skills Retirement Planning Wealth Management Investments Retirement Estate Planning Financial Planning Alternative Investments Business Management Recent Blog Posts How Does Inflation Impact Retirement? Can a Side Hustle Help Your Retirement Planning? Common Retirement Scams Who Is Eligible For Social Security? Tools to Help You With Retirement Planning
Retirement Planning
wealth management
estate planning
Employed
Not open to opportunities
Full-time / Not interested in working remotely
More than 15 years
Florida Atlantic University
Bachelor of Business Administration B.B.A. Marketing
Avatar of Genai Walker Macklin.
Avatar of Genai Walker Macklin.
Financial Advisor, Financial Planning Specialist @Morgan Stanley
2014 ~ Present
More than one year
focuses on investing for high net worth clients, their families and businesses, corporate executives, professional athletes and their families, and providing financial planning and risk management. Specialist in Morgan Stanley Wealth Management Wealth planning process; team with experienced Financial Advisors to gather client information and present customized and tailored Wealth Planning solutions to clients; model multiple planning and investment scenarios for review and create client presentations; Effectively source business prospects and employ client acquisition techniques; Consult clients on investment strategies based on their financial and investment objectives; and Balance management of referral activities, customer follow-ups and..
Wealth Management
Wealth Management Services
Financial Analysis
Part-time / Interested in working remotely
10-15 years
University of Huelva
Spanish Studies
Avatar of Joseph Petry.
More than one year
Ten University, from which he received his bachelor of science and doctor in philosophy in economics. As a professor there, he developed and taught courses on topics such as microeconomics, macroeconomics, business statistics, and real estate for undergraduate and graduate students. He also established a teaching-assistant program for undergraduate students who demonstrated outstanding skill. In his free time, Dr. Joe Petry enjoys exploring national parks, birdwatching, and practicing meditation, among various other activities. Champaign, IL, US Work Experience Business Consulting and Wealth Management Advisory Mayfair Financial Education SepJun 1991 PhD Big Ten University Economics
Leadership + Management
Financial Services
Financial Analysis
Full-time / Interested in working remotely
More than 15 years
Avatar of Andrew Costa.
Avatar of Andrew Costa.
President @Costa Capital
2006 ~ Present
Managing Director
More than one year
in the development of thousands of followers via 'The Global Wealth Show' and other mediums. He is a very opinionated financial professional, and seeks to provide others with the experience that has been the source of his success. Managing Director [email protected] Work Experience Global Wealth Management, Managing Director, Jan 2010 ~ Present Co-Founder of Global Wealth Management Costa Capital, President, Jan 2006 ~ Present Self-Employed wealth management expert Education Florida State University, Master of Science (MS), Bachelor of Science BS Finance General, 2000 ~ 2004 Skills Management Financial Planning Financial Services Retirement Planning Recent Blog
Confidence
Management
Community
Employed
Not open to opportunities
Full-time / Not interested in working remotely
10-15 years
Florida State University
Bachelor of Science BS Finance General
Avatar of Bryan Dunst.
Offline
Within one month
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 | OctoberPresent 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
Finance + Accounting
Employed
Not open to opportunities
More than 15 years
Fairleigh Dickinson University
Finance
Avatar of the user.
Avatar of the user.
Managing Director of Noyes Advisors @Noyes Advisors
2015 ~ Present
More than one year
Wealth Management
finance
Retirement Planning
Not open to opportunities
Full-time / Not interested in working remotely
More than 15 years
Loyola University of Chicago
Finance
Avatar of the user.
Not interested in working remotely
More than 15 years
Avatar of the user.
Chief Market Technician
More than one year
Investments
Hedge Funds
Equities
Not open to opportunities
Full-time / Not interested in working remotely
More than 15 years
Fairfield University
Finance
Avatar of Julie Zuckerberg.
More than one year
Julie Zuckerberg   Recruiting Manager • Morgan Stanley • New York, US I'm Julie Zuckerberg a New York City native and senior recruiting professional. I source and connect top talent with one of the largest wealth management businesses in the world. I've worked on every step of the executive recruiting process for well over a decade, gaining international experience and expertise in a variety of fields (including legal, compliance, audit, technology, and management). Experience JulyPresent Senior Recruiting Manager for Wealth Management, Experienced Hiring Morgan Stanley AprilJune 2017 US Talent Acquistion, Executive Recruitment Lead Deutsche Bank November 2013 – February
Word
PowerPoint
Excel
Not open to opportunities
Not interested in working remotely
More than 15 years
City University of New York - Brooklyn College
Philosophy

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Within two months
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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!