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4-6 năm
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Hơn 15 năm
United States
Financial Advisor, Financial Planning Specialist @Morgan Stanley2014 ~ Hiện tại
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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..
Part-time / Quan tâm đến làm việc từ xa
10-15 năm
University of Huelva
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Spanish Studies
Hơn một năm
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
Full-time / Quan tâm đến làm việc từ xa
Hơn 15 năm
President @Costa Capital2006 ~ Hiện tại
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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
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
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Bachelor of Science BS Finance General
Managing Director of Noyes Advisors @Noyes Advisors2015 ~ Hiện tại
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Hơn một năm
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
Tắt trạng thái tìm việc
Full-time / Không quan tâm đến làm việc từ xa
Hơn 15 năm
Loyola University of Chicago
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Finance
Tắt trạng thái tìm việc
Full-time / Chỉ làm việc từ xa
Hơn 15 năm
Southern Methodist University
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Political Science and Government
MBA Summer Intern – Business Analyst @SEI Wealth Platform2015 ~ 2015
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Consultant
Hơn một năm
/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
Full-time / Quan tâm đến làm việc từ xa
4-6 năm
Georgia Institute of Technology
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IT
CPA @CPA practice2012 ~ Hiện tại
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Accounting & Tax Staff
Trong vòng ba tháng
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
Đã có việc làm
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Bật trạng thái tìm việc
Full-time / Quan tâm đến làm việc từ xa
10-15 năm
Baruch College - CUNY
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TaxationManaging Partner @Above The Line Consulting2001 ~ 2005
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Chief of Staff
Hơn một năm
Tắt trạng thái tìm việc
Full-time / Không quan tâm đến làm việc từ xa
Hơn 15 năm
University of Florida
Full-time
6-10 năm
University of Tennessee
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Animal Science 
CTO, Director Of IT, IT Architect
Hơn một năm
with over 20 years of finance, and progressive healthcare IT experience. CTO, Director Of IT, IT Architect Washington,DC [email protected] Experience myNexusCare, LLC – Brentwood, TN - Octcurrent Consulting as Senior BMP Architect of Mission Critical Applications myNEXUS™ is a technology driven, connected care management service that manages an individual’s health, enabling them to live healthier lives in their homes. myNexus remotely monitors the patient’s health status daily and using a proven clinical model, provides immediate responses to identified issues to avoid common, costly healthcare visits. Brought in to validate
Full-time / Quan tâm đến làm việc từ xa
Hơn 15 năm
Hobart and William Smith
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Computer ScienceKế hoạch tuyển dụng đơn giản và hiệu quả nhất
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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).
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Ability to identify, analyze, and prepare solutions to problems.
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Hơn một năm
Accomplished Maryland Financial Planner Eric Felsenfeld
Liberty Wealth Management LLC
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2009 ~ Hiện tại
Professional Background
Tình trạng hiện tại
Tiến trình tìm việc
Professions
Fields of Employment
Kinh nghiệm làm việc
Management
Kỹ năng
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Làm việc từ xa
Freelance
Học vấn
Trường học
Indiana University
Chuyên ngành
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.