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Avatar of the user.
Avatar of the user.
Disponible para empresas de pago
Financial Advisor, Financial Planning Specialist @Morgan Stanley
・
2014 ~ Presente
Más de un año
Wealth Management
Wealth Management Services
Financial Analysis
A tiempo parcial / Interesado en trabajar a distancia
10-15 años
University of Huelva
・
Spanish Studies
Avatar of Joseph Petry.
Avatar of Joseph Petry.
Joseph Petry
Más de un año
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
A tiempo completo / Interesado en trabajar a distancia
Más de 15 años
Avatar of Andrew Costa.
Avatar of Andrew Costa.
Andrew Costa
President @Costa Capital
・
2006 ~ Presente
Managing Director
Más de un año
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
Empleado
・
No está abierto a oportunidades
A tiempo completo / No está interesado en trabajar a distancia
10-15 años
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 ~ Presente
Más de un año
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
No está abierto a oportunidades
A tiempo completo / No está interesado en trabajar a distancia
Más de 15 años
Loyola University of Chicago
・
Finance
Avatar of the user.
Avatar of the user.
Disponible para empresas de pago
President @MPAC Consulting Group
Más de un año
Financial Planning
finance
Retirement Planning
No está abierto a oportunidades
A tiempo completo / Sólo a distancia
Más de 15 años
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
Más de un año
/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
A tiempo completo / Interesado en trabajar a distancia
De 4 a 6 años
Georgia Institute of Technology
・
IT
Avatar of Shaun Greenwald.
Avatar of Shaun Greenwald.
Shaun Greenwald
CPA @CPA practice
・
2012 ~ Presente
Accounting & Tax Staff
En un plazo de tres meses
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
Empleado
・
Abierto a oportunidades
A tiempo completo / Interesado en trabajar a distancia
10-15 años
Baruch College - CUNY
・
Taxation
Avatar of the user.
Avatar of the user.
Disponible para empresas de pago
Managing Partner @Above The Line Consulting
・
2001 ~ 2005
Chief of Staff
Más de un año
Business Development
Sales
Marketing
No está abierto a oportunidades
A tiempo completo / No está interesado en trabajar a distancia
Más de 15 años
University of Florida

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Definition of Reputation Credits

Technical Skills
Specialized knowledge and expertise within the profession (e.g. familiar with SEO and use of related tools).
Problem-Solving
Ability to identify, analyze, and prepare solutions to problems.
Adaptability
Ability to navigate unexpected situations; and keep up with shifting priorities, projects, clients, and technology.
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Time Management
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Más de un año
Avatar of Eric Felsenfeld.
Eric Felsenfeld
Accomplished Maryland Financial Planner Eric Felsenfeld
Liberty Wealth Management LLC
・
2009 ~ Presente
Potomac, MD, USA
Professional Background
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Progreso en la búsqueda de empleo
Professions
Fields of Employment
Experiencia laboral
Management
Habilidades
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Job search preferences
Posición
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Freelance
Educación
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Indiana University
Mayor
Business
Imprimir
Q0zidxzsri6zcvfwhvqc

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

Resume
Perfil
Imprimir
Q0zidxzsri6zcvfwhvqc

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