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United States
Managing Director & Co-Founder @Global Wealth Management2009 ~ Sekarang
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Managing Director
Lebih dari satu tahun
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
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Tidak terbuka untuk peluang
Full-time / Tidak tertarik bekerja jarak jauh
Lebih dari 15 tahun
Florida Atlantic University
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Bachelor of Business Administration B.B.A. Marketing
Financial Advisor, Financial Planning Specialist @Morgan Stanley2014 ~ Sekarang
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Lebih dari satu tahun
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
Paruh waktu / Tertarik bekerja jarak jauh
10-15 tahun
University of Huelva
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Spanish Studies
President @Costa Capital2006 ~ Sekarang
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Managing Director
Lebih dari satu tahun
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
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10-15 tahun
Florida State University
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Bachelor of Science BS Finance General
President @MPAC Consulting Group
Lebih dari satu tahun
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
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Full-time / Hanya bekerja jarak jauh
Lebih dari 15 tahun
Southern Methodist University
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Political Science and Government
Managing Director of Noyes Advisors @Noyes Advisors2015 ~ Sekarang
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Lebih dari 15 tahun
Loyola University of Chicago
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Finance
Senior Manager
Lebih dari satu tahun
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
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Paruh waktu / Tertarik bekerja jarak jauh
10-15 tahun
University of North Carolina at Chapel Hill
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B.A. in Psychology followed by J.D. in Law
Past
Lead of Country Product Manager @Asus 華碩電腦股份有限公司2022 ~ 2023
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Business Development / Product Manager / Product Marketing/ Strategy Manager
Dalam satu bulan
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...
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Siap untuk wawancara
Full-time / Tertarik bekerja jarak jauh
4-6 tahun
國立陽明交通大學(National Yang Ming Chiao Tung University)
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Bachelor of management , Management of Transportation and LogisticsSenior Consultant @Deloitte2022 ~ Sekarang
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Dalam dua bulan
Full-time / Hanya bekerja jarak jauh
Lebih dari 15 tahun
Hawaii Pacific University
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Human Resource DevelopmentCEO and Owner @Absolute Retirement Solutions2016 ~ Sekarang
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CEO and Owner
Dalam satu tahun
Lebih dari 15 tahun
Brigham Young University
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Bachelor of Business Administration BBA Economics
Dalam satu bulan
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
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Fairleigh Dickinson University
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FinancePaket Perekrutan Paling Mudah dan Efektif, Pilihan Ratusan Perusahaan
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Accomplished Maryland Financial Planner Eric Felsenfeld
Liberty Wealth Management LLC
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2009 ~ Sekarang
Latar Belakang Profesional
Status sekarang
Tahap pencarian kerja
Profesi
Bidang Pekerjaan
Pengalaman Kerja
Management
Keterampilan
Bahasa
Preferensi Pencarian Pekerjaan
Jabatan
Tipe Pekerjaan
Lokasi
Bekerja jarak jauh
Freelance
Pendidikan
Institusi Pendidikan
Indiana University
Jurusan
Business
Eric Felsenfeld
Accomplished Maryland Financial Planner
A financial services executive with 19 years of experience, Eric Felsenfeld has served as a managing partner with Liberty Wealth Management LLC in Rockville, Maryland, since 2009. Working with a wide variety of clients, he focuses on financial planning, investment management, insurance and estate planning, tax efficiency, and college planning to help them reach their financial objectives. Eric Felsenfeld holds a bachelor of arts in marketing from the Kelley School of Business at Indiana University.
Before joining Liberty Wealth Management, Mr. Felsenfeld spent time as an investment consultant with TD Ameritrade and a financial planner with Morgan Stanley. During his time with Morgan Stanley, he presented wealth management action plans and utilized customized
tools focused on retirement planning, college planning, and debt management.
Active in his professional community, Mr. Felsenfeld belongs to the Financial Advocacy Network and the Society of Financial Awareness. Outside of work, he enjoys traveling, tennis, running, and spending time with his family.
Potomac, MD, US
Work Experience
Jun 2009 - Present
Managing Partner
Liberty Wealth Management LLC
Education
Sep 1997 - Dec 2021
Bachelor of Arts (BA)
Indiana University
Business
Eric Felsenfeld
Accomplished Maryland Financial Planner
A financial services executive with 19 years of experience, Eric Felsenfeld has served as a managing partner with Liberty Wealth Management LLC in Rockville, Maryland, since 2009. Working with a wide variety of clients, he focuses on financial planning, investment management, insurance and estate planning, tax efficiency, and college planning to help them reach their financial objectives. Eric Felsenfeld holds a bachelor of arts in marketing from the Kelley School of Business at Indiana University.
Before joining Liberty Wealth Management, Mr. Felsenfeld spent time as an investment consultant with TD Ameritrade and a financial planner with Morgan Stanley. During his time with Morgan Stanley, he presented wealth management action plans and utilized customized
tools focused on retirement planning, college planning, and debt management.
Active in his professional community, Mr. Felsenfeld belongs to the Financial Advocacy Network and the Society of Financial Awareness. Outside of work, he enjoys traveling, tennis, running, and spending time with his family.