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4-6 years
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United States
Avatar of Grant Conness.
Avatar of Grant Conness.
Managing Director & Co-Founder @Global Wealth Management
2009 ~ Present
Managing Director
More than one year
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 Efforts What Is Retirement Planning? When to Shift Retirement Planning Efforts Has The Pandemic Impacted Your 401(k)? What Is A 1031 Exchange ? Advice You Should Reconsider With Retirement Planning Recent YouTube Content Tips For Retirement Planning When First Starting Out Find Grant Online Twitter LinkedIn CrunchBase YouTube
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
their families. The Schwitzer-Grossman Group at Morgan Stanley was so impressed with her abilities that they asked her to join their team as a partner inGenai 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
Wealth Management
Wealth Management Services
Financial Analysis
Part-time / Interested in working remotely
10-15 years
University of Huelva
Spanish Studies
Avatar of Andrew Costa.
Avatar of Andrew Costa.
Managing Director @Global Wealth Management
2010 ~ Present
Managing Director
More than one year
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 Posts Investment Trends to Watch for in 2021 Retirement: When Should You Start? Investment Tips For Beginners Tips To Know When Starting A Retirement Fund
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 Chaz Price.
Avatar of Chaz Price.
Certified Financial Planner @America's Retirement Headquarters
2020 ~ Present
CERTIFIED FINANCIAL PLANNER™
More than one year
from Bowling Green State University prior to graduating with a master of business administration from the University of Toledo. CERTIFIED FINANCIAL PLANNER™ Toledo, OH, US Work Experience America's Retirement Headquarters, Certified Financial Planner, Feb 2020 ~ Present As your Personal CFO, I provide a holistic approach to financial planning. I look beyond your investment management needs and seek to solve a full set of challenges necessary to achieving true financial independence. My areas of expertise range from retirement planning and asset protection, to wealth transfer and charitable giving. I work with teams of trustworthy, specialized
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
Avatar of the user.
Avatar of the user.
President @MPAC Consulting Group
More than one year
Financial Planning
finance
Retirement Planning
Not open to opportunities
Full-time / Remote Only
More than 15 years
Southern Methodist University
Political Science and Government
Avatar of the user.
Avatar of the user.
Retirement Concepts of America @President and Co-Founder
2007 ~ Present
President
More than one year
Retirement Planning
Retirement Savings
Investments
Not open to opportunities
Full-time / Not interested in working remotely
More than 15 years
California State University, Fresno
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 Manisha Dorawala.
Senior Manager
More than one year
time to get one! Follow some of these tips to make your account the best it can be. Even if you do have a LinkedIn, it’s time to focus more on it and get as many benefits from it as you can. 5 Tips for Saving for Retirement While You’re Young No matter how old you are, it’s never too early to begin planning for retirement. The earlier you start, the better shape you’ll be in when it comes time to leave the workforce. You may adore your job and never want
Word
Google Drive
Excel
Not open to opportunities
Part-time / Interested in working remotely
10-15 years
University of North Carolina at Chapel Hill
B.A. in Psychology followed by J.D. in Law
Avatar of Nick Toadvine.
Avatar of Nick Toadvine.
President @Guardian Wealth Management
2013 ~ Present
CEO, President
More than one year
Nick Toadvine Located in Lakeland, Florida, Nick Toadvine is a finance professional with over twenty years of experience in the industry. Nick earned his Bachelor of Science degree from Floria Southern College and quickly went on to gain real experience in the field, all while holding a passion for serving his clients. Beyond finance, Nick has also been expertly trained in investment management, retirement income, risk management, estate planning, business planning, and tax reduction strategies. Using these skills, Nick Toadvine founded his own company, Guardian Wealth Management inNick prides himself on the services that his company provides
finance
Financial
Management
Not open to opportunities
Full-time / Not interested in working remotely
More than 15 years
Florida Southern College
Business
Avatar of Michael Thompson.
Avatar of Michael Thompson.
Senior Consultant @Deloitte
2022 ~ Present
Within one month
Michael Thompson Senior Business Leader who excels in Quality Assurance, Advisory and Internal Controls, Project Management, and Program Management. A Senior Manager and US Marine Corps veteran with extensive knowledge of advanced concepts, principles, and practices of the broad field of quality assurance, maintenance, and safety to develop policies, instructions, and programs. Manage processes for Quality Assurance, Hazardous Materials, and Safety to include planning, directing, controlling, and monitoring in order to effectively manage and evaluate assigned logistics maintenance policy program areas. Consistently relied upon to turn around underperforming teams, provide top-notch training, and achieve and maintain
Full-time / Remote Only
More than 15 years
Hawaii Pacific University
Human Resource Development

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