CakeResume Talent Search

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4〜6年
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15年以上
United States
Avatar of Grant Conness.
Avatar of Grant Conness.
Managing Director & Co-Founder @Global Wealth Management
2009 ~ 現在
Managing Director
1年以上
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
就職中
就職を希望していません
フルタイム / リモートワークに興味なし
15年以上
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 ~ 現在
1年以上
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
パートタイム / リモートワークに興味あり
10〜15年
University of Huelva
Spanish Studies
Avatar of Andrew Costa.
Avatar of Andrew Costa.
President @Costa Capital
2006 ~ 現在
Managing Director
1年以上
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
就職中
就職を希望していません
フルタイム / リモートワークに興味なし
10〜15年
Florida State University
Bachelor of Science BS Finance General
Avatar of James Michael Plumlee Financial Advisor.
Avatar of James Michael Plumlee Financial Advisor.
President @MPAC Consulting Group
1年以上
his blog! Map James Michael Plumlee lives and works in Dallas, Texas. Education Southern Methodist University Bachelor's Degree in Political Science and Government Work Experience MPAC Consulting Group,Present As the President and Owner of MPAC, James (Mike) Plumlee is responsible for providing clients with expert financial wealth planning and management for his clients. Websites James Michael Plumlee shares information on his 3 websites about financial planning, business and his hobby, golf! Content James Michael Plumlee is an avid blogger who writes about gaining financial freedom, planning for retirement, running a business, and how to swing a
Financial Planning
finance
Retirement Planning
就職を希望していません
フルタイム / リモートワークのみ
15年以上
Southern Methodist University
Political Science and Government
Avatar of the user.
Avatar of the user.
Managing Director of Noyes Advisors @Noyes Advisors
2015 ~ 現在
1年以上
Wealth Management
finance
Retirement Planning
就職を希望していません
フルタイム / リモートワークに興味なし
15年以上
Loyola University of Chicago
Finance
Avatar of Manisha Dorawala.
Senior Manager
1年以上
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
就職を希望していません
パートタイム / リモートワークに興味あり
10〜15年
University of North Carolina at Chapel Hill
B.A. in Psychology followed by J.D. in Law
Avatar of Jimmy Lu.
Avatar of Jimmy Lu.
Past
Lead of Country Product Manager @Asus 華碩電腦股份有限公司
2022 ~ 2023
Business Development / Product Manager / Product Marketing/ Strategy Manager
1ヶ月以内
a 200% increase in partnership revenue . Provided visionary team leadership and mentorship, empowering team members to excel in their roles and contribute to overall success. Implemented leadership development programs resulting in a 50% increase in employee satisfaction and retention. Product Manager • ASUSTeK Computer Indonesia JulJun 2022 | Jakarta, Indonesia Key responsibilities & Achievements - #PLM #GTM #design thinking #channel expansion #data analysis Strategically managed the entire product lifecycle of consumer notebooks, from ideation to end-of-life, ensuring timely launches, feature enhancements, and product retirements. Conducted comprehensive competitive analysis to ident...
Business Development Project Management
Cross-Functional Project Management
Product Life Cycle Management
無職
面接の用意ができています
フルタイム / リモートワークに興味あり
4〜6年
國立陽明交通大學(National Yang Ming Chiao Tung University)
Bachelor of management , Management of Transportation and Logistics
Avatar of the user.
Avatar of the user.
Senior Consultant @Deloitte
2022 ~ 現在
2ヶ月以内
フルタイム / リモートワークのみ
15年以上
Hawaii Pacific University
Human Resource Development
Avatar of the user.
Avatar of the user.
CEO and Owner @Absolute Retirement Solutions
2016 ~ 現在
CEO and Owner
1年以内
Business Acumen
Team Building
Community
15年以上
Brigham Young University
Bachelor of Business Administration BBA Economics
Avatar of Bryan Dunst.
1ヶ月以内
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 | 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
Finance + Accounting
就職中
就職を希望していません
15年以上
Fairleigh Dickinson University
Finance

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1年以上
President @ Bice Wealth Management
Bice Wealth Management
2004 ~ 現在
Mooresville, NC, USA
Professional Background
現在の状況
求人検索の進捗
Professions
Fields of Employment
職務経験
Management
スキル
言語
Job search preferences
希望のポジション
求人タイプ
希望の勤務地
リモートワーク
Freelance
学歴
学校
Liberty University
専攻
Finance
印刷
A5ut5qxxxmcx5qebgk7y

Cubby Bice

President of Bice Wealth Management

As president of Bice Wealth Management in Mooresville, North Carolina, Cubby Bice helps families and business owners meet their financial goals. His full-service firm assists clients with everything from retirement and investment planning to tax planning and estate conservation. Cubby Bice has worked as a financial advisor since 1999, when he launched his career with PaineWebber. He has also held positions with A.G. Edwards and Sons, Inc., and SunAmerica Securities.

In preparation for his career in finance, Mr. Bice attended Eastern Washington University and graduated with a bachelor's degree in business management. He then went on to attend Georgia State University, where he graduated summa cum laude with an MBA in finance. He is currently pursuing a PhD in finance from Liberty University.

Beyond his day-to-day professional activities, Cubby Bice maintains membership in the Academy of Preferred Financial Advisors and the Financial Services Institute. In addition, he is a member of the Chairman's Council at SagePoint Financial and a frequent speaker and lecturer at local colleges and national conferences.

Disclaimer: Investments in securities involve risk, including the potential loss of principal invested. We do not expressly or implicitly adopt or endorse any of the expressions, opinions, or content posted by fans or any third parties on this site.

Mooresville, NC, US


Work Experience

Mar 2004 - Present

President
Bice Wealth Management


Education

Jan 2020 - Present

Doctor of Philosophy (PhD)
Liberty University
Finance

Jan 1997 - Dec 1998

Master of Business Administration (MBA)
Georgia State University
Finance

Sep 1993 - Jun 1996

Bachelor of Arts (BA)
Eastern Washington University
Business Management

Resume
プロフィール
A5ut5qxxxmcx5qebgk7y

Cubby Bice

President of Bice Wealth Management

As president of Bice Wealth Management in Mooresville, North Carolina, Cubby Bice helps families and business owners meet their financial goals. His full-service firm assists clients with everything from retirement and investment planning to tax planning and estate conservation. Cubby Bice has worked as a financial advisor since 1999, when he launched his career with PaineWebber. He has also held positions with A.G. Edwards and Sons, Inc., and SunAmerica Securities.

In preparation for his career in finance, Mr. Bice attended Eastern Washington University and graduated with a bachelor's degree in business management. He then went on to attend Georgia State University, where he graduated summa cum laude with an MBA in finance. He is currently pursuing a PhD in finance from Liberty University.

Beyond his day-to-day professional activities, Cubby Bice maintains membership in the Academy of Preferred Financial Advisors and the Financial Services Institute. In addition, he is a member of the Chairman's Council at SagePoint Financial and a frequent speaker and lecturer at local colleges and national conferences.

Disclaimer: Investments in securities involve risk, including the potential loss of principal invested. We do not expressly or implicitly adopt or endorse any of the expressions, opinions, or content posted by fans or any third parties on this site.

Mooresville, NC, US


Work Experience

Mar 2004 - Present

President
Bice Wealth Management


Education

Jan 2020 - Present

Doctor of Philosophy (PhD)
Liberty University
Finance

Jan 1997 - Dec 1998

Master of Business Administration (MBA)
Georgia State University
Finance

Sep 1993 - Jun 1996

Bachelor of Arts (BA)
Eastern Washington University
Business Management