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Avatar of Genai Walker Macklin.
Avatar of Genai Walker Macklin.
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.
Avatar of Joseph Petry.
Joseph Petry
More than one year
planning, and project analysis to a diverse range of private sector companies. For instance, Dr. Joseph Petry assisted Prairie Plantation in the creation of a business plan and its application for state licensure and evaluated market potential for a solar startup. He also currently guides Betterman Digital Wealth, Inc., in rendering client financial services. Previously, Dr. Joseph Petry spent nearly two decades teaching economics and finance at a Big Ten University, from which he received his bachelor of science and doctor in philosophy in economics. As a professor there, he developed and taught
Leadership + Management
Financial Services
Financial Analysis
Full-time / Interested in working remotely
More than 15 years
Avatar of Andrew Costa.
Avatar of Andrew Costa.
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 Lou Mancusi.
Avatar of Lou Mancusi.
Lou Mancusi
Managing Director of Noyes Advisors @Noyes Advisors
・
2015 ~ Present
More than one year
private and public institutions — trust him to help achieve their goals of retirement planning, college planning, wealth transfer, and financial planning. Work Experience Managing Director - NovPresent Creates comprehensive wealth management solutions through the use of resources of Investment Management. Helping clients reach goals of retirement planning, college planning, wealth transfer, financial planning. Executive Director - SepNov 2015 Oppenheimer & Co. Inc. Senior Vice President - NovDec 2012 Wintrust Wealth Management. Wealth Management Lou Mancusi is a wealth advisor with 25+ years of experience in the financial services industry. He resides in Chicago, Illinois. Learn
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.
Avatar of the user.
Available for paid companies
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 Joseph Bosso.
Avatar of Joseph Bosso.
Joseph Bosso
MBA Summer Intern – Business Analyst @SEI Wealth Platform
・
2015 ~ 2015
Consultant
More than one year
/josephbosso Education Georgia Institute of Technology, Master of Business Administration (MBA), IT, 2014 ~ 2016 Joseph Bosso attended Clemson University and the Georgia Institute of Technology Scheller School of Business. Clemson University, Bachelor of Science (BS), Financial Management, 2005 ~ 2008 Joseph Bosso holds a Bachelor’s degree in Financial Management 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
Microsoft Office
Data analysis
Digital Marketing
Full-time / Interested in working remotely
4-6 years
Georgia Institute of Technology
・
IT
Avatar of Shaun Greenwald.
Avatar of Shaun Greenwald.
Shaun Greenwald
CPA @CPA practice
・
2012 ~ Present
Accounting & Tax Staff
Within three months
of experience and a deep-seated commitment to client service, Shaun took the entrepreneurial leap, establishing his own CPA practice. Since its inception, Shaun's practice has been a stalwart provider of diverse services, catering to the needs of both small businesses and individual clients. His repertoire of services includes comprehensive offerings such as bookkeeping, accounting, tax consultation, and business services. Shaun's personalized approach and dedication to client satisfaction have positioned his practice as a trusted partner for those navigating the complexities of financial management. Legacy of Expertise and Client-Centric Services Shaun's professional
Accounting
Employed
・
Open to opportunities
Full-time / Interested in working remotely
10-15 years
Baruch College - CUNY
・
Taxation
Avatar of the user.
Avatar of the user.
Available for paid companies
Managing Partner @Above The Line Consulting
・
2001 ~ 2005
Chief of Staff
More than one year
Business Development
Sales
Marketing
Not open to opportunities
Full-time / Not interested in working remotely
More than 15 years
University of Florida
Avatar of the user.
Avatar of the user.
Available for paid companies
Owner/Operator @Twin Springs Farm
・
2001 ~ Present
Within one year
Equine Therapy
Equine Management
Vaccinations
Full-time
6-10 years
University of Tennessee
・
Animal Science
Avatar of Raphaël Thiney (Raph).
Avatar of Raphaël Thiney (Raph).
Raphaël Thiney (Raph)
CTO, Director Of IT, IT Architect
More than one year
with over 20 years of finance, and progressive healthcare IT experience. CTO, Director Of IT, IT Architect Washington,DC [email protected] Experience myNexusCare, LLC – Brentwood, TN - Octcurrent Consulting as Senior BMP Architect of Mission Critical Applications myNEXUS™ is a technology driven, connected care management service that manages an individual’s health, enabling them to live healthier lives in their homes. myNexus remotely monitors the patient’s health status daily and using a proven clinical model, provides immediate responses to identified issues to avoid common, costly healthcare visits. Brought in to validate
.net
TypeScript
SQL Server
Full-time / Interested in working remotely
More than 15 years
Hobart and William Smith
・
Computer Science

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Avatar of Douglas Hockett.
Douglas Hockett
Senior Vice President/Investments (Financial Advisor) @ Stifel
Stifel
・
2021 ~ Present
Sheridan, WY, USA
Professional Background
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University of Wyoming
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Marketing
Print
Dzwsxh98r5diuldcmqhg

Douglas Hockett

Senior Vice President/Investments at Stifel

An alumnus of the University of Wyoming, Douglas "Doug" Hockett graduated in 1998 with a bachelor of science in marketing, moved to New York, and started working as a Financial Advisor at Morgan Stanley. Focusing on portfolio and risk management strategies along with portfolio hedging strategies, and new business development, Douglas Hockett worked for more than two decades for the financial services firm's Sheridan, Wyoming office. He rose to the position of senior vice president and branch manager.

Douglas Hockett left Morgan Stanley in October 2021 to join Stifel. He continues to perform portfolio management services for clients. He also reviews client investments and wealth management strategies while making changes to address respective client goals. In addition to helping clients, he has mentored many advisors and led educational sessions on various investment topics.

Complementing his experience in the financial services sector, Doug Hockett is a 2017 graduate of Leadership Wyoming and enjoys following financial markets in his free time. His other interests include exercising, hiking, hunting, and playing golf.

Sheridan, WY, US

Work Experience

Oct 2021 - Present

Financial Advisor
Stifel Financial Corp

May 1999 - Oct 2021

Financial Advisor
Morgan Stanley

Education

Aug 1993 - Dec 1998

Bachelor of Science (BS)
University of Wyoming
Marketing/Finance

Resume
Profile
Print
Dzwsxh98r5diuldcmqhg

Douglas Hockett

Senior Vice President/Investments at Stifel

An alumnus of the University of Wyoming, Douglas "Doug" Hockett graduated in 1998 with a bachelor of science in marketing, moved to New York, and started working as a Financial Advisor at Morgan Stanley. Focusing on portfolio and risk management strategies along with portfolio hedging strategies, and new business development, Douglas Hockett worked for more than two decades for the financial services firm's Sheridan, Wyoming office. He rose to the position of senior vice president and branch manager.

Douglas Hockett left Morgan Stanley in October 2021 to join Stifel. He continues to perform portfolio management services for clients. He also reviews client investments and wealth management strategies while making changes to address respective client goals. In addition to helping clients, he has mentored many advisors and led educational sessions on various investment topics.

Complementing his experience in the financial services sector, Doug Hockett is a 2017 graduate of Leadership Wyoming and enjoys following financial markets in his free time. His other interests include exercising, hiking, hunting, and playing golf.

Sheridan, WY, US

Work Experience

Oct 2021 - Present

Financial Advisor
Stifel Financial Corp

May 1999 - Oct 2021

Financial Advisor
Morgan Stanley

Education

Aug 1993 - Dec 1998

Bachelor of Science (BS)
University of Wyoming
Marketing/Finance