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Avatar of Jason P. Ashline, IC.MA, CRPS.
Avatar of Jason P. Ashline, IC.MA, CRPS.
Independent Consultant & Mission Advocate (IC.MA) @Sustaining Financial Futures (Freelance Self)
2020 ~ Present
Consulting
More than one year
promoted to Regional Sales Manager due to my efforts in this position. Mutual of America Financial Group, Group Account Representative, Dec 2010 ~ May 2013 Sold takeover and new plan start ups for 401(k), 403(b), 457(b), SEP, SIMPLE, and payroll deduct Roth IRA product lines. Served as the relationship manager to over 80 group employer plans with over $200M in AUM in the Upper Midwest. Conducted annual fiduciary plan reviews focused on plan fees, investment portfolio benchmarking analysis, share class optimization, plan design, ERISA compliance best practices, and employee education curriculum developmen...
Salesforce
salesforce lightning
Sales & Customer Service
Employed
Full-time / Interested in working remotely
More than 15 years
Dickinson College
Political Science
Avatar of Chaz Price.
Avatar of Chaz Price.
Multi-Family Wealth Adviser @TDC Investment Advisory
2019 ~ 2020
CERTIFIED FINANCIAL PLANNER™
More than one year
in his career, Mr. Price grew his financial planning practice from $0, to more than $8 million in portfolio assets under management in just under severn years, during his tenure at Raymond James Financial Services. Following this role, Mr. Price became a strategic team lead at TDC Investment Advisory, where he oversaw a group of financial advisors. His primary responsibilities included communicating with the team about deadlines and company goals and assessing their performance, as well as assisting senior management with training and supervision. Additionally, he managed $20 million in assets under management and implemented
Comprehensive
Planning
Retirement Plan Consulting
Employed
Not open to opportunities
Full-time / Not interested in working remotely
More than 15 years
University of Toledo
Masters of Business Administration MBA Finance and Financial
Avatar of the user.
Avatar of the user.
President @Guardian Wealth Management
2013 ~ Present
CEO, President
More than one year
finance
Financial
Management
Not open to opportunities
Full-time / Not interested in working remotely
More than 15 years
Florida Southern College
Business
Avatar of Adam Gant.
Real Estate Investor
More than one year
organization. Years later, Adam moved to Victoria to begin training with the National Rowing Team. This move not only marked a milestone in his athletic pursuits, but in his real estate career as well. In his first year, at the age of 22, Adam Gant purchased multiple investment properties.Over the course of the next three years, Adam went on to acquire — personally and with partners — a portfolio that included 13 residential properties, 2 land development projects, 2 condo development projects, and a share in a property management and realty brokerage business. Experience MIT at
investing
Real Estate
Real Estate Investing
Not open to opportunities
Full-time / Not interested in working remotely
10-15 years
University of British Columbia
Engineering Physics
Avatar of the user.
More than one year
Word
Real Estate
Real Estate Transactions
Not open to opportunities
Full-time / Not interested in working remotely
More than 15 years
New York University
Tax Law/Taxation
Avatar of the user.
Avatar of the user.
Founder and Managing Partner @Tidewater Equity Partners
2016 ~ Present
Managing Partner
More than one year
leadership
Innovation
Client Relationships
Not open to opportunities
Not interested in working remotely
More than 15 years
University of North Carolina at Chapel Hill
Master of Business Administration - MBA
Avatar of Alexander Christodoulakis.
CEO
More than one year
Alexander Christodoulakis  CEO • Toronto • [email protected] Alexander Christodoulakis is an International Financier and as CEO of PBS SA Capital Group, is the lead investment executive who manages an international portfolio of companies, including Portland Marine Group of Companies. PBS SA, a financial group, has a constantly growing diversified international portfolio of companies under its management.
investing
Investment Advisory
Leadership
Not open to opportunities
Full-time / Not interested in working remotely
More than 15 years
Avatar of Raudline Etienne.
More than one year
Raudline Etienne Raudline Etienne is the founder and managing partner of Daraja Capital, an advisory and investment firm focused on boutique alternative asset managers. She has more than 20 years of experience in the financial industry.  Founder & Managing Partner | Daraja Capital New York City, NY, USA Experience Founder & Managing Partner | Daraja Capital June 2016—Present Trustee | Janus Funds June 2016—Present Senior Advisor | Albright Stonebridge Group January 2016—Present Member, Board of Directors | Brightwood Capital November 2014—Present Consultant Trustee | Janus Funds June 2014—June 2016 Senior Vice President | Albright Stonebridge Group October 2011—December 2015 Chief Investment
Investment
Strategy
Leadership
Not open to opportunities
Full-time / Interested in working remotely
More than 15 years
Massachusetts Institute of Technology (MIT)
Architecture
Avatar of Lorenzo Wyche.
Restaurant Reviews
More than one year
Lorenzo Wyche Lorenzo Wyche is the President of Lorenzo Wyche Restaurants who provides the help in restaurant advisory services and investments in restaurants and real estate. Restaurant Reviews Miami Beach, US [email protected] Skills Restaurant Marketing Restaurant marketing can increase visibility to the general public, attract new customers and boost sales revenue. Restaurant marketing can also succeed at retaining existing customers who may be more inclined to return often if they see a special deal or promotion being marketed. Hospitality Management Hospitality management is the study of the hospitality industry. A degree in
Restaurant Reviews
Human Resource Development
Business Marketing
Open to opportunities
Full-time / Interested in working remotely
6-10 years
Nassau Community College
Restaurant Technology Field Of StudyHospitality
Avatar of Ethel Alston.
OWNER
Within three months
got. the best reputation in the world hope you will be very happy with our service no financial problems Or don’t stress Best Security Services • ussmmstore AprJan 2020 Our created and provided every account is verified and safe We provide services after payment in very short time a, Investment of our company is about and being ready to invest more and this upcoming investment will be dependent on your love for Ussmmstore. Education University or School Field of study AprJan 2020 University or School Field of study AprJan 2020 Skills Word C# Java Canva C/
Word
C#
Java
In military service
Ready to interview
Full-time / Interested in working remotely
More than 15 years

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Problem-Solving
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More than one year
Investment Associate | +4 Years of People Experience | Seeking Opportunities in Sales & Marketing Operations
Logo of 國立政治大學(National Chengchi University).
國立政治大學(National Chengchi University)
2021 ~ 2021
Taipei, 台灣
Professional Background
Current status
Unemployed
Job Search Progress
Professions
Financial Advisor, Analyst, Sales
Fields of Employment
Finance, Venture Capital & Private Equity, Education
Work experience
2-4 years work experience (1-2 years relevant)
Management
I've had experience in managing 15+ people
Skills
Hard Work
Motivation
Organized
Learning
Investment Products
Honesty
Leadership + Management
Networking
PowerPoint
Excel
Confidence
Word
Business Development
Strategy
Positive Attitude
Data Analysis
Communication
Market Analysis
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Chinese
Beginner
Job search preferences
Positions
Business Development / Product Manager / Product Marketing/ Strategy Manager
Job types
Full-time
Locations
Taipei, 台灣, New Taipei City, 台灣
Remote
Interested in working remotely
Freelance
No
Educations
School
National Chengchi University
Major
International MBA
Print

Francisco Lopez

Corporate Development Intern

  Taipei City, Taiwan

A cross-cultural leader with a strong passion for emerging technologies and business trends in a wide array of industries. Professional experience in business development of financial advisory practice. Empathetically, aiding families in Miami, FL plan for their retirement and protecting them from adverse financial events. Extremely enthusiastic class & teacher assistant at National Chengchi University with extensive transferable skills in relationship building, communication, and project management.

   linkedin.com/in/fcojlopez/   

Work Experience

Investment Associate  •  Taiwan Mobile

July 2021 - December 2021

- Led a team of 3 fellow interns to deliver the final presentation report at DIGI+ & TCA Annual Event.
- Chosen to present my final research project into Blockchain technology, NFTs, Cryptocurrencies, and the Metaverse.
- Delivered research reports that lead to tentative investment deals in the second-hand car market, last-mile delivery, logistics, gaming, e-commerce, decentralized finance, food delivery services, and Web 3.0.
- Attended +3 deal-sourcing events at accelerators like SparkLabs Taipei Accelerator and MEET Taipei Startup Expo 

Graduate Venture Capital Teacher Assistant  •  National Chengchi University

February 2021 - May 2021

- Worked independently to update coursework materials with relevant market information.
- Managed in-class activities, updated deadlines, and handled student project submissions.

Accreditation Reports Writer  •  National Chengchi University

February 2020 - May 2021

- Formulated +3 final reports presented to EQUIS and AACSB accreditation authorities for their 5-year period review.
- EQUIS Accreditation renewed for period 2021-2026, AACSB pending review in Fall 2021.

Managerial Economics Graduate Teacher Assistant  •  National Chengchi University

September 2020 - December 2021

- Effectively worked to revise and grade group projects, homework, and administer exams.
- Conducted in-depth weekly 1-hour tutoring sessions, driving average grades up 10% from the previous year.

Financial Professional Associate  •  Prudential Advisors

February 2018 - December 2018

- Identified and exploited new business growth opportunities by attending networking events, cold-calling, and policy reviews.
- Coordinated financial literacy workshops within the Miami area.
- Brought in $30,000 monthly assets under management from mutual fund sales.
- Signed +30 new universal life insurance policies with an average death benefit size of $1M within 6 months.
- Boosted premiums receivable by 30% through policy restructuring.

Biology Undergraduate Lab Assistant  •  Florida State University

January 2014 - July 2015

- Assisted up to 16 students while carrying out lab activities.
- Created and organized new lab activities to be implemented in upcoming semesters.
- Developed interpersonal relationships with students to help ease them into their new environment comfortably.

Education

2019 - 2021

National Chengchi University

Major: International MBA, Business in Asia

2013 - 2017

Florida State University

Dual Majors: Finance & Economics

Skills

Skills


  • Competitive Dynamics Analysis
  • Business Strategy
  • Business Development

Language


  • Spanish
  • English
  • Chinese

Awards


  • ICDF Scholarship at NCCU, Taiwan
  • 2+2 Scholarship at FSU, USA

Service


  • IMBA Student Council Event Organizer
  • IMBA Dragon Boat Captain
Resume
Profile

Francisco Lopez

Corporate Development Intern

  Taipei City, Taiwan

A cross-cultural leader with a strong passion for emerging technologies and business trends in a wide array of industries. Professional experience in business development of financial advisory practice. Empathetically, aiding families in Miami, FL plan for their retirement and protecting them from adverse financial events. Extremely enthusiastic class & teacher assistant at National Chengchi University with extensive transferable skills in relationship building, communication, and project management.

   linkedin.com/in/fcojlopez/   

Work Experience

Investment Associate  •  Taiwan Mobile

July 2021 - December 2021

- Led a team of 3 fellow interns to deliver the final presentation report at DIGI+ & TCA Annual Event.
- Chosen to present my final research project into Blockchain technology, NFTs, Cryptocurrencies, and the Metaverse.
- Delivered research reports that lead to tentative investment deals in the second-hand car market, last-mile delivery, logistics, gaming, e-commerce, decentralized finance, food delivery services, and Web 3.0.
- Attended +3 deal-sourcing events at accelerators like SparkLabs Taipei Accelerator and MEET Taipei Startup Expo 

Graduate Venture Capital Teacher Assistant  •  National Chengchi University

February 2021 - May 2021

- Worked independently to update coursework materials with relevant market information.
- Managed in-class activities, updated deadlines, and handled student project submissions.

Accreditation Reports Writer  •  National Chengchi University

February 2020 - May 2021

- Formulated +3 final reports presented to EQUIS and AACSB accreditation authorities for their 5-year period review.
- EQUIS Accreditation renewed for period 2021-2026, AACSB pending review in Fall 2021.

Managerial Economics Graduate Teacher Assistant  •  National Chengchi University

September 2020 - December 2021

- Effectively worked to revise and grade group projects, homework, and administer exams.
- Conducted in-depth weekly 1-hour tutoring sessions, driving average grades up 10% from the previous year.

Financial Professional Associate  •  Prudential Advisors

February 2018 - December 2018

- Identified and exploited new business growth opportunities by attending networking events, cold-calling, and policy reviews.
- Coordinated financial literacy workshops within the Miami area.
- Brought in $30,000 monthly assets under management from mutual fund sales.
- Signed +30 new universal life insurance policies with an average death benefit size of $1M within 6 months.
- Boosted premiums receivable by 30% through policy restructuring.

Biology Undergraduate Lab Assistant  •  Florida State University

January 2014 - July 2015

- Assisted up to 16 students while carrying out lab activities.
- Created and organized new lab activities to be implemented in upcoming semesters.
- Developed interpersonal relationships with students to help ease them into their new environment comfortably.

Education

2019 - 2021

National Chengchi University

Major: International MBA, Business in Asia

2013 - 2017

Florida State University

Dual Majors: Finance & Economics

Skills

Skills


  • Competitive Dynamics Analysis
  • Business Strategy
  • Business Development

Language


  • Spanish
  • English
  • Chinese

Awards


  • ICDF Scholarship at NCCU, Taiwan
  • 2+2 Scholarship at FSU, USA

Service


  • IMBA Student Council Event Organizer
  • IMBA Dragon Boat Captain