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Avatar of the user.
Financial Advisor, Financial Planning Specialist @Morgan Stanley
2014 ~ Present
More than one year
Wealth Management
Wealth Management Services
Financial Analysis
Part-time / Interested in working remotely
10-15 years
University of Huelva
Spanish Studies
Avatar of Nick Toadvine.
Avatar of Nick Toadvine.
President @Guardian Wealth Management
2013 ~ Present
CEO, President
More than one year
Nick Toadvine Located in Lakeland, Florida, Nick Toadvine is a finance professional with over twenty years of experience in the industry. Nick earned his Bachelor of Science degree from Floria Southern College and quickly went on to gain real experience in the field, all while holding a passion for serving his clients. Beyond finance, Nick has also been expertly trained in investment management, retirement income, risk management, estate planning, business planning, and tax reduction strategies. Using these skills, Nick Toadvine founded his own company, Guardian Wealth Management inNick prides himself on the services that his company provides
finance
Financial
Management
Not open to opportunities
Full-time / Not interested in working remotely
More than 15 years
Florida Southern College
Business
Avatar of 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.
Managing Director @Global Wealth Management
2010 ~ 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 Jane Galitello.
More than one year
Jane Galitello Financial Services Jane Galitello is the best growth mentor or advisor who guides growth strategies. He provides financial services related to banking, insurance, and wealth management. https://www.crunchbase.com/person/jane-galitello
Google Drive
Illustrator
Full-time / Interested in working remotely
6-10 years
Avatar of the user.
Avatar of the user.
Managing Director of Noyes Advisors @Noyes Advisors
2015 ~ Present
More than one year
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
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Avatar of the user.
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.
Project Manager Intern @Market Cube LLC
2016 ~ Present
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 Mark Alan Lisser.
Avatar of Mark Alan Lisser.
Mark Lisser - Financial Planning Experts @Mark Lisser
2010 ~ Present
CEO
More than one year
all times. It examines your goals, helps you prioritize, save, and invest money to achieve targets in the defined time. Work Experience Mark Lisser, Mark Lisser - Financial Planning Experts, Mar 2010 ~ Present Mark Alan Lisser specialists provide comprehensive, integrated solutions to the banking & capital markets, insurance, and investment management sectors. Mark Lisser’s breadth of services and industry knowledge allow us to understand each client’s unique business needs. He helps his customers to create wealth, grow wealth, and protect everything and these are the key lines of business. Education Carnegie Vanguard High School, Master
Excel
PowerPoint
word
Employed
Not open to opportunities
Full-time / Not interested in working remotely
6-10 years
Carnegie Vanguard High School
Avatar of Shaun Greenwald.
Avatar of Shaun Greenwald.
CPA @CPA practice
2012 ~ Present
Accounting & Tax Staff
Within one month
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

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Problem-Solving
Ability to identify, analyze, and prepare solutions to problems.
Adaptability
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Ability to prioritize tasks based on importance; and have them completed within the assigned timeline.
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