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Hanya dapat diakses oleh perusahaan berbayar
Financial Advisor, Financial Planning Specialist @Morgan Stanley
・
2014 ~ Sekarang
Lebih dari satu tahun
Wealth Management
Wealth Management Services
Financial Analysis
Paruh waktu / Tertarik bekerja jarak jauh
10-15 tahun
University of Huelva
・
Spanish Studies
Avatar of Joseph Petry.
Avatar of Joseph Petry.
Joseph Petry
Lebih dari satu tahun
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 / Tertarik bekerja jarak jauh
Lebih dari 15 tahun
Avatar of Andrew Costa.
Avatar of Andrew Costa.
Andrew Costa
President @Costa Capital
・
2006 ~ Sekarang
Managing Director
Lebih dari satu tahun
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
Sudah bekerja
・
Tidak terbuka untuk peluang
Full-time / Tidak tertarik bekerja jarak jauh
10-15 tahun
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 ~ Sekarang
Lebih dari satu tahun
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
Tidak terbuka untuk peluang
Full-time / Tidak tertarik bekerja jarak jauh
Lebih dari 15 tahun
Loyola University of Chicago
・
Finance
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President @MPAC Consulting Group
Lebih dari satu tahun
Financial Planning
finance
Retirement Planning
Tidak terbuka untuk peluang
Full-time / Hanya bekerja jarak jauh
Lebih dari 15 tahun
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
Lebih dari satu tahun
/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 / Tertarik bekerja jarak jauh
4-6 tahun
Georgia Institute of Technology
・
IT
Avatar of Shaun Greenwald.
Avatar of Shaun Greenwald.
Shaun Greenwald
CPA @CPA practice
・
2012 ~ Sekarang
Accounting & Tax Staff
Dalam tiga bulan
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
Sudah bekerja
・
Terbuka untuk peluang
Full-time / Tertarik bekerja jarak jauh
10-15 tahun
Baruch College - CUNY
・
Taxation
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Avatar of the user.
Hanya dapat diakses oleh perusahaan berbayar
Managing Partner @Above The Line Consulting
・
2001 ~ 2005
Chief of Staff
Lebih dari satu tahun
Business Development
Sales
Marketing
Tidak terbuka untuk peluang
Full-time / Tidak tertarik bekerja jarak jauh
Lebih dari 15 tahun
University of Florida

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Problem-Solving
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Adaptability
Ability to navigate unexpected situations; and keep up with shifting priorities, projects, clients, and technology.
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Eric Felsenfeld
Accomplished Maryland Financial Planner Eric Felsenfeld
Liberty Wealth Management LLC
・
2009 ~ Sekarang
Potomac, MD, USA
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
Cetak
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

CV
Profil
Cetak
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