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Avatar of Christopher Lazos.
Avatar of Christopher Lazos.
Sr. Vice President - Private Wealth Management @Maxim Group
2005 ~ 2008
Financial Analyst/Advisor
Within one month
and unwavering commitment set the standard for excellence within the industry, guiding Oppenheimer toward continued success and innovation. Puerto Rico Work Experience Managing Director - Investments • Oppenheimer & Co. Inc. MayPresent Christopher Lazos embodies excellence and leadership within the esteemed halls of Oppenheimer & Co. Inc. Since joining the firm in 2008, Lazos has been pivotal in shaping its financial services landscape, garnering widespread acclaim for his unwavering dedication and expertise. Sr. Vice President - Private Wealth Management • Maxim Group AprilMay 2008 Sr. Vice President - Private Wealth Management • Maxim Group Financial Advisor • Ehr...
Word
Employed
Open to opportunities
Full-time / Interested in working remotely
More than 15 years
New York Institute of Technology
Avatar of the user.
Avatar of the user.
PM/SA @博暉科技
2022 ~ Present
Pre-sales/PM/Business Consultant/Business Analyst/System Analyst
Within one month
Asset Management
Investment Management
JIRA Project Management
Employed
Open to opportunities
Full-time / Interested in working remotely
10-15 years
Tamkang University
運輸科技與物流管理學系
Avatar of the user.
Avatar of the user.
Project Manager @Amaryllo Inc.
2023 ~ Present
Business Development, Product Manager, Project Management, Business Operations, Process Design
Within one month
Project Management
Business Development
Operations Management
Employed
Open to opportunities
Full-time / Interested in working remotely
10-15 years
National ChengChi University (NCCU)
International MBA in Finance
Avatar of the user.
Avatar of the user.
IT and Dealing Coordinator @PT. Majoris Asset Management
2023 ~ Present
IT Manager
Within one year
Microsoft Office
Analysis
Dealer Management
Employed
Full-time / Interested in working remotely
10-15 years
Universitas Gunadarma
Computer Technology/Computer Systems Technology
Avatar of John J. Bowman Jr. Accountant.
Offline
Avatar of John J. Bowman Jr. Accountant.
Offline
John J. Bowman, Jr. @Accountant
1970 ~ Present
Chief Executive Officer
Within one year
development. His professional expertise has been sought out by a number of authorities and organizations, including the Republican Senatorial Inner Circle and the Presidential Business Commission. Education Harvard Business School Business Administration, Tax Law, and Accounting (PLDDuring his time at Harvard, Bowman entered into a specialized Owner/Management Program. The OMP helps promising business students build their business and law acumen while developing their professional networks. Robert Morris University Accounting (B.SWhile attending Robert Morris University, John J. Bowman Jr. studied accounting with a concentration in tax. Skills Tax Law Accounting
Tax Law
Finance
accounting
Employed
Not open to opportunities
Full-time / Not interested in working remotely
More than 15 years
Harvard Business School
Tax Law & Accounting
Avatar of 游振和.
Avatar of 游振和.
Past
經管部稅務專員(Tax associate) @伊雲谷數位科技股份有限公司
2019 ~ 2021
金融研究員、財務分析/財務人員、金融交易員、專案人員、分析專員
More than one year
Chen-He Yu (Rex Yu) Sanchong Dist., New Taipei Cityyears experience as a tax professional working on transfer pricing and international tax issues. Experience with company incorporation process, selecting and coordinating with external consultants in Southeastern Asian countries. An independent thinker with excellent English communication skills and project management competency. │ [email protected] Work experience Tax associate eCloudvalley Digital Technology Co., Ltd. - Investment management Dept. JulyJuly 2021 Evaluated company incorporation and cooperated with external consultancy firms for the company registration process in Southeast Asian countries. Liaised with local salespeople
Word
PowerPoint
Excel
Unemployed
Not open to opportunities
Full-time / Interested in working remotely
4-6 years
東吳大學
企業管理系
Avatar of Yim Shuk Kwan.
Avatar of Yim Shuk Kwan.
Segment Mgr Manager @Cross-border Division, Bank of China (Hong Kong)
2015 ~ Present
Business Strategy Officer
More than one year
as securities trading. Business development officer • HSBC 七月四月 2011 Promote personal banking products and service to designed customers. Telemarketer • Cigna Insurance Company 十月六月 2010 Promote different insurance plans to customers. Education The University of Hong Kong Community College Business Marketing and Management(Distinction, Graduation GPA:The University of Hong Kong Community College Certificate in Investment ManagementUniversity College of Dublin Bachelor degree of Business Studies Marketing(Second upper,Graduation GPA:國家語言文字工作委員會 普通話水平測試證書 2010 Projects
Effectiveness
Competitor Analysis
Business Strategies
Full-time / Not interested in working remotely
10-15 years
University College of Dublin
Bachelor degree of Business Studies Marketing(Second Class Honours Division One, GPA: 3.22 )
Avatar of HULT Private Capital.
Avatar of HULT Private Capital.
HULT Private Capital @HULT Private Capital
2008 ~ Present
CEO & Co-Founder
More than one year
HULT Private Capital CEO & Co-Founder • City,1 Cornhill, London,UK • [email protected] HULT Private Capital advises clients on a broad range of innovative structured products in investment management and financial services. Before you choose to move any assets into these investments, be sure to arrange a talk with a qualified financial advisor who understands structured products thoroughly. Work Experience HULT Private Capital, HULT Private Capital, Mar 2008 ~ Present At HULT Private Capital offers structured investments to a wide range of investor groups including personal, pension, corporate, charity, and credit unions. These investment strategies
FinancialServices
Investments
Executive Management
Employed
Full-time / Interested in working remotely
4-6 years
University of London
Finance
Avatar of Joseph Bosso.
Avatar of Joseph Bosso.
MBA Summer Intern – Business Analyst @SEI Wealth Platform
2015 ~ 2015
Consultant
More than one year
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 SEI Investments Company (SEI) is a provider of investment processing, investment management and investment operations solutions. The Company enables corporations, financial institutions, financial advisors. Sea Island Builders, Crew Chief, Apr 2009 ~ Jun 2011 Sea Island Builders specializes in high quality construction in and around Charleston, SC, including Isle of
Microsoft Office
Data analysis
Digital Marketing
Full-time / Interested in working remotely
4-6 years
Georgia Institute of Technology
IT
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

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Within one year
Accountant
Accountant
1970 ~ Present
Pittsburgh, PA, USA
Professional Background
Current status
Employed
Job Search Progress
Not open to opportunities
Professions
Accountant / Treasurer
Fields of Employment
Accounting
Work experience
More than 15 years
Management
Skills
Tax Law
Finance
accounting
Litigation
Strategic Planning
Investment
management
Languages
Job search preferences
Positions
Chief Executive Officer
Job types
Full-time
Locations
Pittsburgh, PA, USA
Remote
Not interested in working remotely
Freelance
No
Educations
School
Harvard Business School
Major
Tax Law & Accounting
Print
G20vefafh8avamib8lcq

John J. Bowman Jr., Accountant

Chief Executive Officer  •  Bowman & Associates •  Pittsburgh, US  •
JBowmanAccountant.org

John J. Bowman Jr. is an accountant and tax law professional with well over thirty years of experience in his field. Though he primarily works out of his office in Pittsburgh, Pennsylvania, John is also active in Washington D.C. To date, he has served on a number of high-profile committees and organizations, including the prestigious Senatorial Inner Circle and the Presidential Business Commission by the United States Congress and the Honorable Thomas DeLay (TX) for Tax Relief Strategies.


In the early 1970’s John Bowman, Jr. was educated at Robert Morris University in Pittsburgh. He obtained a Bachelor of Science in accounting, with a concentration in tax. On campus, he was active in the Young Lawyers Organization. After graduating from RMU, he went on to study at Harvard University in Cambridge Massachusetts. Bowman entered the OPM/Law combined programs and concentrated in business administration, tax law, and accounting. John Bowman, Jr. received a unique education from Harvard by focusing on corporate growth, law, leadership skills, and financial success. Mr. Bowman was able to build the network he needed in order to grow professionally and distinguish himself in the corporate world.


Meet John J. Bowman Jr.



Experience

Chief Executive Officer

Bowman & Associates

2013 - Present


As the CEO of Bowman & Associates, John Bowman is committed to helping clients nationwide with upscale tax law planning & development. His professional expertise has been sought out by a number of authorities and organizations, including the Republican Senatorial Inner Circle and the Presidential Business Commission.


Education

Harvard Business School

Business Administration, Tax Law, and Accounting (PLD)

1984 - 1987

During his time at Harvard, Bowman entered into a specialized Owner/Management Program. The OMP helps promising business students build their business and law acumen while developing their professional networks. 

Robert Morris University

Accounting (B.S.)

1984 - 1987

While attending Robert Morris University, John J. Bowman Jr. studied accounting with a concentration in tax.  

Skills


Tax Law



Accounting



Litigation



Personal Finance



Investments



Management



Paragraph image 01 00@2x

Winter Home Maintenance Tips

John J. Bowman, Jr. Accountant shares a few great tips for keeping your home in tip top shape this winter.

The Intersection Between Personal Finance and Technology

John J. Bowman, Jr. Accountant discusses the intersection between personal finance and technology.

Paragraph image 00 00@2x
Paragraph image 01 00@2x

Post-PPP Taxes To Understand

John J. Bowman, Jr. Accountant discusses the Post-PPP taxes that are important to understand.

How To Plan Your Income For Retirement

John J. Bowman, Jr. Accountant discusses how you can plan your income for when you retire.

Paragraph image 00 00@2x
Paragraph image 01 00@2x

Tax Breaks For Homeowners

John J. Bowman, Jr. Accountant discusses some of the tax breaks that homeowners get.

California and Tennessee To Receive Tax Relief Following Disasters

John J. Bowman, Jr. Accountant differentiates between a 401(k) and a Roth IRA.

Paragraph image 00 00@2x
Paragraph image 01 00@2x

Improve Your Results With These Investment Tips

John J. Bowman, Jr. Accountant discusses how you can improve your investing results with these tips.

IRS Sees Billions In Crypto Seizures

John J. Bowman, Jr. Accountant discusses the billions of dollars in crypto seizures that the IRS has seen.

Paragraph image 00 00@2x
Paragraph image 01 00@2x

When To Claim Social Security

John J. Bowman, Jr. Accountant discusses the best time to claim social security.

How To Save An Appropriate Amount In Your Checking Account

John J. Bowman, Jr. Accountant discusses how you can save an appropriate amount of money in your checking account.

Paragraph image 00 00@2x
Paragraph image 01 00@2x

When to See a Financial Advisor

John J. Bowman, Jr. Accountant writes about the best times to see a financial advisor.

Tips for Financial Independence and Early Retirement

John J. Bowman, Jr. Accountant offers tips on achieving financial independence and early retirement.

Paragraph image 00 00@2x

John J. Bowman Jr., Accountant's Work Online

John J. Bowman Jr., accountant, provides a few tips for those looking to better their credit score.

Paragraph image 01 00@2x

The Biggest Financial Decisions You'll Make

John J. Bowman Jr. Accountant discusses the biggest financial decisions you'll ever make.

How To Save More Based On Your Income 

John J. Bowman Jr. Accountant discusses how you can budget better according to your income. 

Paragraph image 00 00@2x
Paragraph image 01 00@2x 1a3881c875a7a1fb1e859435ef9363b5ddf36f4e73d1ad63a1a0af69f2a9f745

Tips For Starting A Career In Finance 

John J. Bowman Jr. Accountant shares a few tips for starting your career in finance. 

3 Great Finance Podcasts 

John J. Bowman Jr. Accountant discusses a few great finance podcasts. 

Paragraph image 00 00@2x ebb59a6d9adb03673d06762584bb6a0cc401a7cc4bd081bb82ce6f841d95aa2b
Paragraph image 01 00@2x

Tips On Merging Finances For Couples

John J. Bowman Jr., Accountant shares finance tips for merging your finances as a couple.

4 Ways to Wisely Use Your Tax Refund 

John J. Bowman Jr., Accountant writes about different ways to wisely use your tax refund. 

Paragraph image 00 00@2x
Paragraph image 06 00@2x 87e77cbcc732097bbd3c1ea0cc62ddde26e5adb1eceee8497e66e58206763cfd
Paragraph image 06 01@2x 13ec779ca27733557a5d2830d84049bfdfc54edd6ade36ee5766eea97298cf4a
Paragraph image 06 02@2x 3081b368fb6b38d988063c1300041f0c2b0cb92aae2fac6f55abc21c8e235124
Paragraph image 01 00@2x

What to Know About Financing a Car 

John J. Bowman Jr. Accountant shares insight into what to know about financing or leasing a car. 

What Your FICO Score Means 

John J. Bowman Jr. Accountant, writes about your FICO credit score and what it means. 

Paragraph image 00 00@2x
Paragraph image 01 00@2x

Healthy Financial Advice for Couples 

John J. Bowman Jr. Accountant shares helpful financial advice for couples.

Student Loan Myths 

John J. Bowman Jr. Accountant shares student loan myths to avoid. 

Paragraph image 00 00@2x
Paragraph image 01 00@2x

Creating a Healthy Retirement Plan 

John J. Bowman Jr. Accountant writes about the best ways to build a healthy financial plan. 

Building Financial Independence After College 

John J. Bowman Jr. Accountant shares insight into building up your financial independence following college graduation. 

Paragraph image 00 00@2x
Paragraph image 01 00@2x

Top Personal Finance Apps of 2019

John J. Bowman Jr. Accountant highlights the top personal finance apps of 2019.

The Benefits of Online Banking 

John J. Bowman Jr. Accountant shares the many benefits of online banking. 

Paragraph image 00 00@2x

Find John J. Bowman Jr., Accountant


Resume
Profile
G20vefafh8avamib8lcq

John J. Bowman Jr., Accountant

Chief Executive Officer  •  Bowman & Associates •  Pittsburgh, US  •
JBowmanAccountant.org

John J. Bowman Jr. is an accountant and tax law professional with well over thirty years of experience in his field. Though he primarily works out of his office in Pittsburgh, Pennsylvania, John is also active in Washington D.C. To date, he has served on a number of high-profile committees and organizations, including the prestigious Senatorial Inner Circle and the Presidential Business Commission by the United States Congress and the Honorable Thomas DeLay (TX) for Tax Relief Strategies.


In the early 1970’s John Bowman, Jr. was educated at Robert Morris University in Pittsburgh. He obtained a Bachelor of Science in accounting, with a concentration in tax. On campus, he was active in the Young Lawyers Organization. After graduating from RMU, he went on to study at Harvard University in Cambridge Massachusetts. Bowman entered the OPM/Law combined programs and concentrated in business administration, tax law, and accounting. John Bowman, Jr. received a unique education from Harvard by focusing on corporate growth, law, leadership skills, and financial success. Mr. Bowman was able to build the network he needed in order to grow professionally and distinguish himself in the corporate world.


Meet John J. Bowman Jr.



Experience

Chief Executive Officer

Bowman & Associates

2013 - Present


As the CEO of Bowman & Associates, John Bowman is committed to helping clients nationwide with upscale tax law planning & development. His professional expertise has been sought out by a number of authorities and organizations, including the Republican Senatorial Inner Circle and the Presidential Business Commission.


Education

Harvard Business School

Business Administration, Tax Law, and Accounting (PLD)

1984 - 1987

During his time at Harvard, Bowman entered into a specialized Owner/Management Program. The OMP helps promising business students build their business and law acumen while developing their professional networks. 

Robert Morris University

Accounting (B.S.)

1984 - 1987

While attending Robert Morris University, John J. Bowman Jr. studied accounting with a concentration in tax.  

Skills


Tax Law



Accounting



Litigation



Personal Finance



Investments



Management



Paragraph image 01 00@2x

Winter Home Maintenance Tips

John J. Bowman, Jr. Accountant shares a few great tips for keeping your home in tip top shape this winter.

The Intersection Between Personal Finance and Technology

John J. Bowman, Jr. Accountant discusses the intersection between personal finance and technology.

Paragraph image 00 00@2x
Paragraph image 01 00@2x

Post-PPP Taxes To Understand

John J. Bowman, Jr. Accountant discusses the Post-PPP taxes that are important to understand.

How To Plan Your Income For Retirement

John J. Bowman, Jr. Accountant discusses how you can plan your income for when you retire.

Paragraph image 00 00@2x
Paragraph image 01 00@2x

Tax Breaks For Homeowners

John J. Bowman, Jr. Accountant discusses some of the tax breaks that homeowners get.

California and Tennessee To Receive Tax Relief Following Disasters

John J. Bowman, Jr. Accountant differentiates between a 401(k) and a Roth IRA.

Paragraph image 00 00@2x
Paragraph image 01 00@2x

Improve Your Results With These Investment Tips

John J. Bowman, Jr. Accountant discusses how you can improve your investing results with these tips.

IRS Sees Billions In Crypto Seizures

John J. Bowman, Jr. Accountant discusses the billions of dollars in crypto seizures that the IRS has seen.

Paragraph image 00 00@2x
Paragraph image 01 00@2x

When To Claim Social Security

John J. Bowman, Jr. Accountant discusses the best time to claim social security.

How To Save An Appropriate Amount In Your Checking Account

John J. Bowman, Jr. Accountant discusses how you can save an appropriate amount of money in your checking account.

Paragraph image 00 00@2x
Paragraph image 01 00@2x

When to See a Financial Advisor

John J. Bowman, Jr. Accountant writes about the best times to see a financial advisor.

Tips for Financial Independence and Early Retirement

John J. Bowman, Jr. Accountant offers tips on achieving financial independence and early retirement.

Paragraph image 00 00@2x

John J. Bowman Jr., Accountant's Work Online

John J. Bowman Jr., accountant, provides a few tips for those looking to better their credit score.

Paragraph image 01 00@2x

The Biggest Financial Decisions You'll Make

John J. Bowman Jr. Accountant discusses the biggest financial decisions you'll ever make.

How To Save More Based On Your Income 

John J. Bowman Jr. Accountant discusses how you can budget better according to your income. 

Paragraph image 00 00@2x
Paragraph image 01 00@2x 1a3881c875a7a1fb1e859435ef9363b5ddf36f4e73d1ad63a1a0af69f2a9f745

Tips For Starting A Career In Finance 

John J. Bowman Jr. Accountant shares a few tips for starting your career in finance. 

3 Great Finance Podcasts 

John J. Bowman Jr. Accountant discusses a few great finance podcasts. 

Paragraph image 00 00@2x ebb59a6d9adb03673d06762584bb6a0cc401a7cc4bd081bb82ce6f841d95aa2b
Paragraph image 01 00@2x

Tips On Merging Finances For Couples

John J. Bowman Jr., Accountant shares finance tips for merging your finances as a couple.

4 Ways to Wisely Use Your Tax Refund 

John J. Bowman Jr., Accountant writes about different ways to wisely use your tax refund. 

Paragraph image 00 00@2x
Paragraph image 06 00@2x 87e77cbcc732097bbd3c1ea0cc62ddde26e5adb1eceee8497e66e58206763cfd
Paragraph image 06 01@2x 13ec779ca27733557a5d2830d84049bfdfc54edd6ade36ee5766eea97298cf4a
Paragraph image 06 02@2x 3081b368fb6b38d988063c1300041f0c2b0cb92aae2fac6f55abc21c8e235124
Paragraph image 01 00@2x

What to Know About Financing a Car 

John J. Bowman Jr. Accountant shares insight into what to know about financing or leasing a car. 

What Your FICO Score Means 

John J. Bowman Jr. Accountant, writes about your FICO credit score and what it means. 

Paragraph image 00 00@2x
Paragraph image 01 00@2x

Healthy Financial Advice for Couples 

John J. Bowman Jr. Accountant shares helpful financial advice for couples.

Student Loan Myths 

John J. Bowman Jr. Accountant shares student loan myths to avoid. 

Paragraph image 00 00@2x
Paragraph image 01 00@2x

Creating a Healthy Retirement Plan 

John J. Bowman Jr. Accountant writes about the best ways to build a healthy financial plan. 

Building Financial Independence After College 

John J. Bowman Jr. Accountant shares insight into building up your financial independence following college graduation. 

Paragraph image 00 00@2x
Paragraph image 01 00@2x

Top Personal Finance Apps of 2019

John J. Bowman Jr. Accountant highlights the top personal finance apps of 2019.

The Benefits of Online Banking 

John J. Bowman Jr. Accountant shares the many benefits of online banking. 

Paragraph image 00 00@2x

Find John J. Bowman Jr., Accountant