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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 ~ Presente
Consulting
Más de un año
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
Empleado
A tiempo completo / Interesado en trabajar a distancia
Más de 15 años
Dickinson College
Political Science
Avatar of Chaz Price.
Avatar of Chaz Price.
Multi-Family Wealth Adviser @TDC Investment Advisory
2019 ~ 2020
CERTIFIED FINANCIAL PLANNER™
Más de un año
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
Empleado
No está abierto a oportunidades
A tiempo completo / No está interesado en trabajar a distancia
Más de 15 años
University of Toledo
Masters of Business Administration MBA Finance and Financial
Avatar of the user.
Avatar of the user.
President @Guardian Wealth Management
2013 ~ Presente
CEO, President
Más de un año
finance
Financial
Management
No está abierto a oportunidades
A tiempo completo / No está interesado en trabajar a distancia
Más de 15 años
Florida Southern College
Business
Avatar of Adam Gant.
Real Estate Investor
Más de un año
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
No está abierto a oportunidades
A tiempo completo / No está interesado en trabajar a distancia
10-15 años
University of British Columbia
Engineering Physics
Avatar of the user.
Más de un año
Word
Real Estate
Real Estate Transactions
No está abierto a oportunidades
A tiempo completo / No está interesado en trabajar a distancia
Más de 15 años
New York University
Tax Law/Taxation
Avatar of the user.
Avatar of the user.
Founder and Managing Partner @Tidewater Equity Partners
2016 ~ Presente
Managing Partner
Más de un año
leadership
Innovation
Client Relationships
No está abierto a oportunidades
No está interesado en trabajar a distancia
Más de 15 años
University of North Carolina at Chapel Hill
Master of Business Administration - MBA
Avatar of Alexander Christodoulakis.
CEO
Más de un año
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
No está abierto a oportunidades
A tiempo completo / No está interesado en trabajar a distancia
Más de 15 años
Avatar of Raudline Etienne.
Más de un año
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
No está abierto a oportunidades
A tiempo completo / Interesado en trabajar a distancia
Más de 15 años
Massachusetts Institute of Technology (MIT)
Architecture
Avatar of Lorenzo Wyche.
Restaurant Reviews
Más de un año
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
Abierto a oportunidades
A tiempo completo / Interesado en trabajar a distancia
6-10 años
Nassau Community College
Restaurant Technology Field Of StudyHospitality
Avatar of Ethel Alston.
OWNER
En un plazo de tres meses
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
En el servicio militar
Listo para la entrevista
A tiempo completo / Interesado en trabajar a distancia
Más de 15 años

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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.
Communication
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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
Situación actual
Desempleado
Progreso en la búsqueda de empleo
Professions
Financial Advisor, Analyst, Sales
Fields of Employment
Finanzas, Venture Capital & Private Equity, Educación
Experiencia laboral
2-4 años experiencia laboral (1-2 años relevante)
Management
I've had experience in managing 15+ people
Habilidades
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
Idiomas
Spanish
Nativo o bilingüe
English
Nativo o bilingüe
Chinese
Principiante
Job search preferences
Posición
Business Development / Product Manager / Product Marketing/ Strategy Manager
Tipo de trabajo
A tiempo completo
Ubicación
Taipei, 台灣, New Taipei City, 台灣
A distancia
Interesado en trabajar a distancia
Freelance
No.
Educación
Escuela
National Chengchi University
Mayor
International MBA
Imprimir

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
Perfil

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