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4 到 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
超過一年
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
目前沒有興趣尋找新的機會
全職 / 暫不考慮遠端工作
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
超過一年
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
兼職 / 對遠端工作有興趣
10 到 15 年
University of Huelva
Spanish Studies
Avatar of Andrew Costa.
Avatar of Andrew Costa.
President @Costa Capital
2006 ~ 現在
Managing Director
超過一年
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
目前沒有興趣尋找新的機會
全職 / 暫不考慮遠端工作
10 到 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
超過一年
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
目前沒有興趣尋找新的機會
全職 / 我只想遠端工作
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
超過一年
Wealth Management
finance
Retirement Planning
目前沒有興趣尋找新的機會
全職 / 暫不考慮遠端工作
15 年以上
Loyola University of Chicago
Finance
Avatar of Manisha Dorawala.
Senior Manager
超過一年
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
目前沒有興趣尋找新的機會
兼職 / 對遠端工作有興趣
10 到 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.
曾任
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
一個月內
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
待業中
正在積極求職中
全職 / 對遠端工作有興趣
4 到 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
兩個月內
全職 / 我只想遠端工作
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
一年內
Business Acumen
Team Building
Community
15 年以上
Brigham Young University
Bachelor of Business Administration BBA Economics
Avatar of Bryan Dunst.
一個月內
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
目前沒有興趣尋找新的機會
15 年以上
Fairleigh Dickinson University
Finance

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問題解決能力
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有效傳達個人想法,且願意傾聽他人意見並給予反饋。
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專注於團隊發展,有效引領團隊採取行動,達成共同目標。
超過一年
President @ Bice Wealth Management
Bice Wealth Management
2004 ~ 現在
Mooresville, NC, USA
專業背景
目前狀態
求職階段
專業
產業
工作年資
管理經歷
技能
語言能力
求職偏好
希望獲得的職位
預期工作模式
期望的工作地點
遠端工作意願
接案服務
學歷
學校
Liberty University
主修科系
Finance
列印
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

履歷
個人檔案
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