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On
正在积极求职中
目前会考虑了解新的机会
目前没有兴趣寻找新的机会
United States
State of Tennessee, United States
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Addis Ababa, Ethiopia
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አዲስ አበባ ዩኒቨርስቲ
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对远端工作有兴趣
暂不考虑远端工作
我只想远端工作
全职接案者
兼职接案者
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English
4 到 6 年
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United States
  • 隐藏已读结果
  • 展开所有工作经验
Avatar of Genai Walker Macklin.
Avatar of Genai Walker Macklin.
Genai Walker Macklin
Financial Advisor, Financial Planning Specialist @Morgan Stanley
・
2014 ~ 现在
超過一年
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..
Wealth Management
Wealth Management Services
Financial Analysis
兼职 / 对远端工作有兴趣
10 到 15 年
University of Huelva
・
Spanish Studies
Avatar of Joseph Petry.
Avatar of Joseph Petry.
Joseph Petry
超過一年
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
全职 / 对远端工作有兴趣
15 年以上
Avatar of Andrew Costa.
Avatar of Andrew Costa.
Andrew Costa
President @Costa Capital
・
2006 ~ 现在
Managing Director
超過一年
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
就职中
・
目前没有兴趣寻找新的机会
全职 / 暂不考虑远端工作
10 到 15 年
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 ~ 现在
超過一年
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
目前没有兴趣寻找新的机会
全职 / 暂不考虑远端工作
15 年以上
Loyola University of Chicago
・
Finance
Avatar of the user.
Avatar of the user.
仅开放给付费企业
President @MPAC Consulting Group
超過一年
Financial Planning
finance
Retirement Planning
目前没有兴趣寻找新的机会
全职 / 我只想远端工作
15 年以上
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
超過一年
/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
全职 / 对远端工作有兴趣
4 到 6 年
Georgia Institute of Technology
・
IT
Avatar of Shaun Greenwald.
Avatar of Shaun Greenwald.
Shaun Greenwald
CPA @CPA practice
・
2012 ~ 现在
Accounting & Tax Staff
三個月內
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
就职中
・
目前会考虑了解新的机会
全职 / 对远端工作有兴趣
10 到 15 年
Baruch College - CUNY
・
Taxation
Avatar of the user.
Avatar of the user.
仅开放给付费企业
Managing Partner @Above The Line Consulting
・
2001 ~ 2005
Chief of Staff
超過一年
Business Development
Sales
Marketing
目前没有兴趣寻找新的机会
全职 / 暂不考虑远端工作
15 年以上
University of Florida
Avatar of the user.
Avatar of the user.
仅开放给付费企业
Owner/Operator @Twin Springs Farm
・
2001 ~ 现在
一年內
Equine Therapy
Equine Management
Vaccinations
全职
6 到 10 年
University of Tennessee
・
Animal Science
Avatar of Raphaël Thiney (Raph).
Avatar of Raphaël Thiney (Raph).
Raphaël Thiney (Raph)
CTO, Director Of IT, IT Architect
超過一年
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
.net
TypeScript
SQL Server
全职 / 对远端工作有兴趣
15 年以上
Hobart and William Smith
・
Computer Science

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职场能力评价定义

专业技能
该领域中具备哪些专业能力（例如熟悉 SEO 操作，且会使用相关工具）。
问题解决能力
能洞察、分析问题，并拟定方案有效解决问题。
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领导力
专注于团队发展，有效引领团队采取行动，达成共同目标。
超過一年
Avatar of Eric Felsenfeld.
Eric Felsenfeld
Accomplished Maryland Financial Planner Eric Felsenfeld
Liberty Wealth Management LLC
・
2009 ~ 现在
Potomac, MD, USA
专业背景
目前状态
求职阶段
专业
产业
工作年资
管理经历
技能
语言能力
求职偏好
希望获得的职位
预期工作模式
期望的工作地点
远端工作意愿
接案服务
学历
学校
Indiana University
主修科系
Business
列印
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

简历
个人档案
列印
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