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Avatar of David Bolno.
Dans 1 an
David Bolno After earning an undergraduate degree from Temple University and his law degree from Duke University, David Bolno decided to make wealth management and tax advising his career. His clients are high earners who all have significant net worth. Examples of some of their professions include actors, actresses, musicians, performers, and athletes. While Bolno has helped his clients achieve extreme success, he always keeps their personal details private. Some of the specific duties that David’s clients turn to him for include help with filing taxes, writing a business plan, launching a new business, passing
Business Development
Business Management
Temps plein
4 à 6 ans
Avatar of Grant Conness.
Avatar of Grant Conness.
Managing Director & Co-Founder @Global Wealth Management
2009 ~ Présent
Managing Director
Plus d'1 an
deferred exchange replacement property solutions. Wealthcrafters - SII Investments, Financial Advisor - Marketing Director, Jan 2003 ~ Apr 2006 Education Florida Atlantic University, Bachelor of Business Administration (BBA), Bachelor of Business Administration B.B.A. Marketing, 1998 ~ 2001 University of Findlay, Master of Business Administration (MBA), Business Administration and Management, 1996 ~ 1998 Skills Retirement Planning Wealth Management Investments Retirement Estate Planning Financial Planning Alternative Investments Business Management Recent Blog Posts How Does Inflation Impact Retirement? Can a Side Hustle Help Your Retirement Planning? Common Retirement Scams Who Is Eligible For Social Security? Tools to Help You With Retirement Planning
Retirement Planning
wealth management
estate planning
Employé
Ne recherche pas de nouvelles opportunités
Temps plein / Je ne suis pas intéressé par le travail à distance
Plus de 15 ans
Florida Atlantic University
Bachelor of Business Administration B.B.A. Marketing
Avatar of Genai Walker Macklin.
Hors ligne
Avatar of Genai Walker Macklin.
Hors ligne
Financial Advisor, Financial Planning Specialist @Morgan Stanley
2014 ~ Présent
Plus d'1 an
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
Temps partiel / Intéressé par le travail à distance
10 à 15 ans
University of Huelva
Spanish Studies
Avatar of Joseph Petry.
Plus d'1 an
Ten University, from which he received his bachelor of science and doctor in philosophy in economics. As a professor there, he developed and taught courses on topics such as microeconomics, macroeconomics, business statistics, and real estate for undergraduate and graduate students. He also established a teaching-assistant program for undergraduate students who demonstrated outstanding skill. In his free time, Dr. Joe Petry enjoys exploring national parks, birdwatching, and practicing meditation, among various other activities. Champaign, IL, US Work Experience Business Consulting and Wealth Management Advisory Mayfair Financial Education SepJun 1991 PhD Big Ten University Economics
Leadership + Management
Financial Services
Financial Analysis
Temps plein / Intéressé par le travail à distance
Plus de 15 ans
Avatar of Andrew Costa.
Avatar of Andrew Costa.
President @Costa Capital
2006 ~ Présent
Managing Director
Plus d'1 an
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
Employé
Ne recherche pas de nouvelles opportunités
Temps plein / Je ne suis pas intéressé par le travail à distance
10 à 15 ans
Florida State University
Bachelor of Science BS Finance General
Avatar of Bryan Dunst.
Dans 1 mois
small the world is all at once. Bryan fully immerses himself in the culture of each country he visits. Aside from traveling, Bryan enjoys listening to music, catching up on the latest movies, and fitness. Experience Senior Vice President, Certified Financial Planner, Chartered Retirement Plans Specialist | OctoberPresent Wealth Management Advisor working with high net worth families, businesses and institutions. PMD Coach responsible for training and educating the next generation of Merrill Lynch Financial Advisors. Specialties Estate Planning Financial Planning Intergenerational Wealth Planning Business Succession Planning Commercial Loans 401(k) Rollovers Portfolio Construction Investment Management Education
Finance + Accounting
Employé
Ne recherche pas de nouvelles opportunités
Plus de 15 ans
Fairleigh Dickinson University
Finance
Avatar of the user.
Avatar of the user.
Managing Director of Noyes Advisors @Noyes Advisors
2015 ~ Présent
Plus d'1 an
Wealth Management
finance
Retirement Planning
Ne recherche pas de nouvelles opportunités
Temps plein / Je ne suis pas intéressé par le travail à distance
Plus de 15 ans
Loyola University of Chicago
Finance
Avatar of the user.
Je ne suis pas intéressé par le travail à distance
Plus de 15 ans
Avatar of the user.
Chief Market Technician
Plus d'1 an
Investments
Hedge Funds
Equities
Ne recherche pas de nouvelles opportunités
Temps plein / Je ne suis pas intéressé par le travail à distance
Plus de 15 ans
Fairfield University
Finance
Avatar of Julie Zuckerberg.
Plus d'1 an
Julie Zuckerberg   Recruiting Manager • Morgan Stanley • New York, US I'm Julie Zuckerberg a New York City native and senior recruiting professional. I source and connect top talent with one of the largest wealth management businesses in the world. I've worked on every step of the executive recruiting process for well over a decade, gaining international experience and expertise in a variety of fields (including legal, compliance, audit, technology, and management). Experience JulyPresent Senior Recruiting Manager for Wealth Management, Experienced Hiring Morgan Stanley AprilJune 2017 US Talent Acquistion, Executive Recruitment Lead Deutsche Bank November 2013 – February
Word
PowerPoint
Excel
Ne recherche pas de nouvelles opportunités
Je ne suis pas intéressé par le travail à distance
Plus de 15 ans
City University of New York - Brooklyn College
Philosophy

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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
Ability to convey information effectively and is willing to give and receive feedback.
Time Management
Ability to prioritize tasks based on importance; and have them completed within the assigned timeline.
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Ability to work cooperatively, communicate effectively, and anticipate each other's demands, resulting in coordinated collective action.
Leadership
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Plus d'1 an
Financial Advisor
Morgan Stanley
2014 ~ Présent
Texas, USA
Professional Background
Statut Actuel
Progrès de la Recherche d'Emploi
Professions
Finance Manager
Fields of Employment
Expérience Professionnelle
10 à 15 ans
Management
I've had experience in managing 15+ people
Compétences
Wealth Management
Wealth Management Services
Financial Analysis
Financial Management
Financial Planning
Life Insurance
Retirement Planning
Business Planning
Langues
English
Natif ou Bilingue
Spanish
Professionnel
Job search preferences
Position Désirée
Type d'emploi
Temps partiel
Lieu Désiré
Travail à distance
Intéressé par le travail à distance
Freelance
Oui, je suis indépendant à temps partiel
Éducation
École
University of Huelva
Spécialisation
Spanish Studies
Imprimer

Genai Walker Macklin

Genai Walker Macklin was born in Little Rock, Arkansas on the 4th of July. She was a standout scholar athlete in high school. Genai spent her formative years playing basketball. Her passion for the game, along with a strong focus on academics, earned her scholarships to the University of Central Arkansas. After graduating cum laude with a Bachelor of Science and then earning a Master of Science degree, she decided she still wanted to play ball. She spent the next eight years playing professional basketball with several teams in Europe and finally with the Tulsa Shock of the WNBA, earning a second Bachelor of Arts degree in Spanish along the way. After retiring from the sport, she and her husband Demetrius moved to Texas to focus on their careers and family. Genai began her career in 2013 at a large national bank, providing personal banking solutions to her clients. In 2014, Genai came to Morgan Stanley to provide financial planning for affluent individuals and their families. The Schwitzer-Grossman Group at Morgan Stanley was so impressed with her abilities that they asked her to join their team as a partner in 2019. Genai 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.

  Texas, USA  http://genaislife.blogspot.com/      

Work Experience

Financial Advisor, Financial Planning Specialist  •  Morgan Stanley

March 2014 - Present

In 2014, Genai came to Morgan Stanley to provide financial planning for affluent individuals and their families. The Schwitzer-Grossman Group at Morgan Stanley was so impressed with her abilities that they asked her to join their team as a partner in 2019. Genai 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 administrative costs.

Amerivest Operations  •  TD Ameritrade

December 2013 - March 2014

Process new Amerivest account paperwork including suitability and systematic forms; Process cases/ISIS items/internal & external Chat/Kana/inbox items; Interface with clients on outbound calls and occasional inbound calls; Ensure requirements of RIA are met before accounts are invested; Coordinate with Amerivest operations, new accounts, branch Investment Consultants (ICs), Branch Resource Desk (BRD), Resource Desk (RD) and Investor Services (IS) department, providing support for resolution. Manage service level agreements of departments with the sales force via written correspondence, chat, ISIS and continual training; Monitor and manage Amerivest account issues; Assist with special projects as needed around new product release, education or processes; Responsible for investing accounts into new products.

Investment Banker  •  Bank of America

January 2013 - December 2013

Responsible for performing duties and support related to branch operational activities and financial services; processing all new account transactions; assisting customers in their selection of various accounts and financial services; cross-selling the Bank's products and services; opening, maintaining and closing of all account types; performing branch clerical duties; promoting business for the bank by maintaining good customer relations and referring customers to appropriate staff for new services.

CSR & Loan Specialist  •  Arvest Bank

January 2011 - January 2013

Helped cash/checking deposits, processing loan payments, opening accounts, getting direct deposits accounts, activating ATM/debit cards. Supported clients in all banking transactions. Assisted in all clerical responsibilities within the bank. Maintained proper cash limits, cashed checks, issued cashier’s checks, money orders, cash advances, and funds transfers.

Professional Basketball Player  •  FIBA

August 2005 - May 2012

Played hard on the court in games and in practice and represented my team in public. Was a role model for children. As a player, I made shots, set screens, steals, and rebounded. I did whatever it took to help my team win. Supported my fellow teammates and produced good teamwork when in play. Listened and accomplished what my coaches are trying to achieve. Maintained good physical condition at all times for the games.

Education

2010 - 2011

University of Huelva

Spanish Studies

2006 - 2008

University of Central Arkansas

Health Science

2000 - 2005

University of Central Arkansas

Mathematics, Sociology/Spanish

Skills

Languages


  • Wealth Management
  • Wealth Management Services
  • Financial Analysis
  • Financial Management
  • Financial Planning
  • Life Insurance
  • Retirement Planning
  • Business Planning

  • English — Native or Bilingual
  • Spanish — Professional
Resume
Profile

Genai Walker Macklin

Genai Walker Macklin was born in Little Rock, Arkansas on the 4th of July. She was a standout scholar athlete in high school. Genai spent her formative years playing basketball. Her passion for the game, along with a strong focus on academics, earned her scholarships to the University of Central Arkansas. After graduating cum laude with a Bachelor of Science and then earning a Master of Science degree, she decided she still wanted to play ball. She spent the next eight years playing professional basketball with several teams in Europe and finally with the Tulsa Shock of the WNBA, earning a second Bachelor of Arts degree in Spanish along the way. After retiring from the sport, she and her husband Demetrius moved to Texas to focus on their careers and family. Genai began her career in 2013 at a large national bank, providing personal banking solutions to her clients. In 2014, Genai came to Morgan Stanley to provide financial planning for affluent individuals and their families. The Schwitzer-Grossman Group at Morgan Stanley was so impressed with her abilities that they asked her to join their team as a partner in 2019. Genai 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.

  Texas, USA  http://genaislife.blogspot.com/      

Work Experience

Financial Advisor, Financial Planning Specialist  •  Morgan Stanley

March 2014 - Present

In 2014, Genai came to Morgan Stanley to provide financial planning for affluent individuals and their families. The Schwitzer-Grossman Group at Morgan Stanley was so impressed with her abilities that they asked her to join their team as a partner in 2019. Genai 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 administrative costs.

Amerivest Operations  •  TD Ameritrade

December 2013 - March 2014

Process new Amerivest account paperwork including suitability and systematic forms; Process cases/ISIS items/internal & external Chat/Kana/inbox items; Interface with clients on outbound calls and occasional inbound calls; Ensure requirements of RIA are met before accounts are invested; Coordinate with Amerivest operations, new accounts, branch Investment Consultants (ICs), Branch Resource Desk (BRD), Resource Desk (RD) and Investor Services (IS) department, providing support for resolution. Manage service level agreements of departments with the sales force via written correspondence, chat, ISIS and continual training; Monitor and manage Amerivest account issues; Assist with special projects as needed around new product release, education or processes; Responsible for investing accounts into new products.

Investment Banker  •  Bank of America

January 2013 - December 2013

Responsible for performing duties and support related to branch operational activities and financial services; processing all new account transactions; assisting customers in their selection of various accounts and financial services; cross-selling the Bank's products and services; opening, maintaining and closing of all account types; performing branch clerical duties; promoting business for the bank by maintaining good customer relations and referring customers to appropriate staff for new services.

CSR & Loan Specialist  •  Arvest Bank

January 2011 - January 2013

Helped cash/checking deposits, processing loan payments, opening accounts, getting direct deposits accounts, activating ATM/debit cards. Supported clients in all banking transactions. Assisted in all clerical responsibilities within the bank. Maintained proper cash limits, cashed checks, issued cashier’s checks, money orders, cash advances, and funds transfers.

Professional Basketball Player  •  FIBA

August 2005 - May 2012

Played hard on the court in games and in practice and represented my team in public. Was a role model for children. As a player, I made shots, set screens, steals, and rebounded. I did whatever it took to help my team win. Supported my fellow teammates and produced good teamwork when in play. Listened and accomplished what my coaches are trying to achieve. Maintained good physical condition at all times for the games.

Education

2010 - 2011

University of Huelva

Spanish Studies

2006 - 2008

University of Central Arkansas

Health Science

2000 - 2005

University of Central Arkansas

Mathematics, Sociology/Spanish

Skills

Languages


  • Wealth Management
  • Wealth Management Services
  • Financial Analysis
  • Financial Management
  • Financial Planning
  • Life Insurance
  • Retirement Planning
  • Business Planning

  • English — Native or Bilingual
  • Spanish — Professional