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Avatar of David Bolno.
Avatar of David Bolno.
David Bolno
Trong vòng một năm
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 năm
Avatar of Grant Conness.
Avatar of Grant Conness.
Grant Conness
Managing Director & Co-Founder @Global Wealth Management
・
2009 ~ Hiện tại
Managing Director
Hơn một năm
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
Đã có việc làm
・
Tắt trạng thái tìm việc
Full-time / Không quan tâm đến làm việc từ xa
Hơn 15 năm
Florida Atlantic University
・
Bachelor of Business Administration B.B.A. Marketing
Avatar of Genai Walker Macklin.
Avatar of Genai Walker Macklin.
Genai Walker Macklin
Financial Advisor, Financial Planning Specialist @Morgan Stanley
・
2014 ~ Hiện tại
Hơn một năm
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 / Quan tâm đến làm việc từ xa
10-15 năm
University of Huelva
・
Spanish Studies
Avatar of Joseph Petry.
Avatar of Joseph Petry.
Joseph Petry
Hơn một năm
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 / Quan tâm đến làm việc từ xa
Hơn 15 năm
Avatar of Andrew Costa.
Avatar of Andrew Costa.
Andrew Costa
President @Costa Capital
・
2006 ~ Hiện tại
Managing Director
Hơn một năm
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
Đã có việc làm
・
Tắt trạng thái tìm việc
Full-time / Không quan tâm đến làm việc từ xa
10-15 năm
Florida State University
・
Bachelor of Science BS Finance General
Avatar of Bryan Dunst.
Avatar of Bryan Dunst.
Bryan Dunst
Trong vòng một tháng
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
Đã có việc làm
・
Tắt trạng thái tìm việc
Hơn 15 năm
Fairleigh Dickinson University
・
Finance
Avatar of the user.
Avatar of the user.
Khả dụng cho các công ty trả phí
Managing Director of Noyes Advisors @Noyes Advisors
・
2015 ~ Hiện tại
Hơn một năm
Wealth Management
finance
Retirement Planning
Tắt trạng thái tìm việc
Full-time / Không quan tâm đến làm việc từ xa
Hơn 15 năm
Loyola University of Chicago
・
Finance
Avatar of the user.
Avatar of the user.
Khả dụng cho các công ty trả phí
Hơn một năm
Không quan tâm đến làm việc từ xa
Hơn 15 năm
Avatar of the user.
Avatar of the user.
Khả dụng cho các công ty trả phí
Chief Market Technician
Hơn một năm
Investments
Hedge Funds
Equities
Tắt trạng thái tìm việc
Full-time / Không quan tâm đến làm việc từ xa
Hơn 15 năm
Fairfield University
・
Finance
Avatar of Julie Zuckerberg.
Avatar of Julie Zuckerberg.
Julie Zuckerberg
Hơn một năm
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
Tắt trạng thái tìm việc
Không quan tâm đến làm việc từ xa
Hơn 15 năm
City University of New York - Brooklyn College
・
Philosophy

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Technical Skills
Specialized knowledge and expertise within the profession (e.g. familiar with SEO and use of related tools).
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Ability to navigate unexpected situations; and keep up with shifting priorities, projects, clients, and technology.
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Avatar of Douglas Hockett.
Douglas Hockett
Senior Vice President/Investments (Financial Advisor) @ Stifel
Stifel
・
2021 ~ Hiện tại
Sheridan, WY, USA
Professional Background
Tình trạng hiện tại
Tiến trình tìm việc
Professions
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Management
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Làm việc từ xa
Freelance
Học vấn
Trường học
University of Wyoming
Chuyên ngành
Marketing
In
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
Hồ sơ của tôi
In
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