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Avatar of the user.
Financial Advisor, Financial Planning Specialist @Morgan Stanley
2014 ~ Present
More than one year
Wealth Management
Wealth Management Services
Financial Analysis
Part-time / Interested in working remotely
10-15 years
University of Huelva
Spanish Studies
Avatar of Joseph Petry.
More than one year
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
Full-time / Interested in working remotely
More than 15 years
Avatar of Andrew Costa.
Avatar of Andrew Costa.
Managing Director @Global Wealth Management
2010 ~ Present
Managing Director
More than one year
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
Employed
Not open to opportunities
Full-time / Not interested in working remotely
10-15 years
Florida State University
Bachelor of Science BS Finance General
Avatar of Lou Mancusi.
Avatar of Lou Mancusi.
Managing Director of Noyes Advisors @Noyes Advisors
2015 ~ Present
More than one year
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
Not open to opportunities
Full-time / Not interested in working remotely
More than 15 years
Loyola University of Chicago
Finance
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Avatar of the user.
President @MPAC Consulting Group
More than one year
Financial Planning
finance
Retirement Planning
Not open to opportunities
Full-time / Remote Only
More than 15 years
Southern Methodist University
Political Science and Government
Avatar of Joseph Bosso.
Avatar of Joseph Bosso.
Project Manager Intern @Market Cube LLC
2016 ~ Present
Consultant
More than one year
/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
Full-time / Interested in working remotely
4-6 years
Georgia Institute of Technology
IT
Avatar of Shaun Greenwald.
Avatar of Shaun Greenwald.
CPA @CPA practice
2012 ~ Present
Accounting & Tax Staff
Within three months
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
Employed
Open to opportunities
Full-time / Interested in working remotely
10-15 years
Baruch College - CUNY
Taxation
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Avatar of the user.
Chief of Staff, Thinker @On the Ball Ventures
2017 ~ Present
Chief of Staff
More than one year
Business Development
Sales
Marketing
Not open to opportunities
Full-time / Not interested in working remotely
More than 15 years
University of Florida
Avatar of Tameka Harris.
Avatar of Tameka Harris.
Past
Sr. Customer Service Representative @United Health Group
2023 ~ 2024
Email and Customer Support Specialist
Within one month
Tameka Harris Experieced Email and Customer Support Specialist Delivering Exceptional Service I would introduce myself as a seasoned Email and Customer Support Specialist with over 10 years of extensive experience in various industries. throughout my career, I have made significant contributions to the success of the organizations I have worked for, demonstrating exceptional customer service and driving operational efficiency. United [email protected] Work Experience AprilMarch 2024 Taipei, Taiwan Sr. Customer Service Representative United Health Group Dedicated health plan support providing assistasnce to members through our email ticketing platform and inbound calls. Demontrrated accuracy
Word
Excel
Java
Unemployed
Ready to interview
Full-time / Interested in working remotely
10-15 years
University of Phoenix
Business Administration and Management
Avatar of Benjamin Mealer.
Avatar of Benjamin Mealer.
Past
Home Caregiver @Self-Employed
2019 ~ 2024
Data Entry Specialist or Customer Service Representative.
Within one month
my professional career for stellar customer service, dedication, communication, problem solving and time management. Work Experience Home Caregiver • Self-Employed FebruaryFebruary 2024 In February of 2019 my Father's health declined to the point where he needed a full-time caregiver. In March of 2020 my Mother's health also declined so I became a caregiver for both. I assisted with daily activities such as bathing, dressing, meal preparation, medication reminders, and housekeeping. I also had to communicate extensively with Doctors and their staff, Hospital Personnel, Private Health Insurers including Blue Cross and Cigna, Medicare and
Customer Service
Communication
Microsoft Office
Unemployed
Open to opportunities
Full-time / Remote Only
More than 15 years
Antioch High School
HS Diploma

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