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Avatar of Phil Amos Attorney.
Avatar of Phil Amos Attorney.
Phil Amos Attorney
Attorney @Attorney Group
・
1995 ~ Present
Within one year
client advocacy is evident in his meticulous approach to case preparation and his unwavering commitment to pursuing favorable outcomes. Estate Planning As an estate planning attorney , Phil Amos assists individuals and families in developing comprehensive plans for the transfer of assets and wealth. He understands the importance of estate planning in safeguarding his clients' legacies and ensuring their wishes are respected. Phil Amos works closely with clients to understand their unique circumstances and objectives, offering tailored solutions that encompass wills, trusts, powers of attorney, and other estate planning tools. Through his meticulous attention to detail and
Law
Legal Research
Lawyer
Full-time / Interested in working remotely
More than 15 years
Sturm College of Law
・
Law
Avatar of Grant Conness.
Avatar of Grant Conness.
Grant Conness
Managing Director & Co-Founder @Global Wealth Management
・
2009 ~ Present
Managing Director
More than one year
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 Efforts What Is Retirement Planning? When to Shift Retirement Planning Efforts Has The Pandemic Impacted Your 401(k)? What Is A 1031 Exchange ? Advice You Should Reconsider With Retirement Planning Recent YouTube Content Tips For Retirement Planning When First Starting Out Find Grant Online Twitter LinkedIn CrunchBase YouTube Medium
Retirement Planning
wealth management
estate planning
Employed
・
Not open to opportunities
Full-time / Not interested in working remotely
More than 15 years
Florida Atlantic University
・
Bachelor of Business Administration B.B.A. Marketing
Avatar of Bryan Dunst.
Avatar of Bryan Dunst.
Bryan Dunst
Within one month
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 Fairleigh Dickinson University Masters, Finance Ramapo College of New Jersey Bachelor of Science, Business Administration Map BryanDunst.com | BryanDunst.net Visit Bryan's websites to read his latest
Finance + Accounting
Employed
・
Not open to opportunities
More than 15 years
Fairleigh Dickinson University
・
Finance
Avatar of the user.
Avatar of the user.
Available for paid companies
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 Lorenzo Wyche.
Avatar of Lorenzo Wyche.
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 the user.
Avatar of the user.
Available for paid companies
Family Office Partner @ RD Heritage Group
・
2010 ~ Present
Partner - US and
Within six months
Cooperation
Strategic Planning
Negotiation
Employed
・
Not open to opportunities
Full-time / Interested in working remotely
10-15 years
University of Miami
・
Finance
Avatar of Zeyad Tarek.
Avatar of Zeyad Tarek.
Zeyad Tarek
Social Media Specialist @Promolinks
・
2013 ~ 2014
Co-founder & CEO
Within six months
I manage around 15 team members and I oversee business development, Marketing & Digital Projects, and won over EGP7 million in Social Media Contracts and Events from clients like Americana KSA, Gree Qatar, Qatar Social Work, General Authority of Customs Qatar, AlFaisal Foundation Qatar, NOLA Cupcakes, Coldstone, Dreem and SAK Real Estate Qatar among others. • As CEO, I set the Strategic direction for our business, was responsible for overseeing the development of a EGP1 million annual budget, and helped oversee the marketing planning, research, and creative for my clients’ Marketing Campaigns and Events. Co-Founder & Marketing Director • Social Media
Photoshop
Illustrator
Apple Final Cut Pro
Employed
Full-time / Interested in working remotely
10-15 years
Faculty of Engineering, Alexandria University,Egypt
・
Electronics & Communications Engineering
Avatar of the user.
Avatar of the user.
Available for paid companies
Manager @ReFresh Investments LLC
・
2017 ~ 2020
More than one year
Real Estate
Real Estate Investment
Real Estate Trends
Part-time / Interested in working remotely
More than 15 years
University of Maryland
・
Business Administration
Avatar of Roger Gales.
Avatar of Roger Gales.
Roger Gales
Past
Senior Pastor @Heritage Christian Fellowship
・
2007 ~ 2019
Within one month
Sigma business honor society. After earning his bachelor of science, he continued his education at the College of Financial Planning in Denver, Colorado, where he earned his certified financial planner (CFP) designation inIn addition, Roger Gales studied theology at Fuller Seminary. He is a licensed California real estate broker. Long Beach, CA, US Work Experience JanDec 2019 Pastor Heritage Christian Fellowship JanDec 1996 Field Staff Church Resource MinistriesFinancial Planner Security Financial Advisors Education JanJun 1986 College of Financial Planning, Denver Financial Planning JanDec 1982 Bachelor of Science (BS) California State University Long Beach Finance / Real Estate
Unemployed
Not interested in working remotely
More than 15 years
College of Financial Planning
・
Financial Planning
Avatar of Chart Westcott.
Avatar of Chart Westcott.
Chart Westcott
Co-Founder and COO @Ikarian Capital LLC
・
2015 ~ Present
More than one year
is responsible for all operational, compliance, and marketing functions. MarchPresent Chairman Westcott Foundation As Chairman of Westcott Foundation, Chart Westcott is responsible for all grant making decisions and operations of the Foundation. MayApril 2015 Managing Partner Westcott LLC As managing partner, Chart Westcott focused on investments in real estate, tech venture capital, private deals, and public equities. Mr. Westcott participated in hundreds of deals across all asset classes, often acting as lead legal counsel on transactions. EducationSouthern Methodist University LawVanderbilt University History Skills Due Diligence Private Equity Law Mergers & Acquisitions Entrepreneurship Strategic Planning Litigation Legal
Due Diligence
Private Equity
Law
Employed
・
Not open to opportunities
Full-time
10-15 years
Southern Methodist University
・
Law

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Avatar of Marianne Coulton.
Marianne Coulton
Lawyer @ Marianne Coulton, P.A
Marianne Coulton, P.A
・
2009 ~ Present
Boynton Beach, FL, USA
Professional Background
Current status
Job Search Progress
Professions
Fields of Employment
Work experience
Management
Skills
Languages
Job search preferences
Positions
Job types
Locations
Remote
Freelance
Educations
School
Northwestern University School of Law
Major
Law
Print

Marianne Coulton

Experienced Estate Planning and Probate Lawyer

An estate planning and probate attorney based in Boynton Beach, Florida, Marianne Coulton holds a bachelor's degree in political science from American University, where she made the dean's list. After working as a CPA and an auditor, Marianne Coulton studied law at the Northwestern University School of Law. As a graduate student, she wrote a paper on International Partnership Taxation, and she graduated cum laude with a juris doctor degree in 1991.

Upon graduation, Marianne Coulton began practicing law in Illinois, providing legal services that included employment agreements, tax preparation, and estate tax planning for small businesses. In conjunction, she offered securities advice and legal opinions for corporate finance transactions and assisted corporations seeking to obtain bank financing and sell assets.

In 2007, Ms. Coulton started practicing law in Florida, and she established her own legal practice in 2009. A sole practitioner, she provides clients with estate planning advice and assistance navigating the probate process. Her services include preparing wills, establishing trusts, and providing guidance related to charitable giving, life insurance policies, and retirement plans.

Boynton Beach, FL, US











Work Experience

May 2009 - Present

Lawyer
Marianne Coulton, P.A

Jan 2007 - Jun 2008

Lawyer
Redgrave & Rosenthal

Education

Jan 1990 - Sep 1991

JD
Northwestern University School of Law
Law

Aug 1975 - Jul 1978

BA
American University
Political Science

Resume
Profile
Print

Marianne Coulton

Experienced Estate Planning and Probate Lawyer

An estate planning and probate attorney based in Boynton Beach, Florida, Marianne Coulton holds a bachelor's degree in political science from American University, where she made the dean's list. After working as a CPA and an auditor, Marianne Coulton studied law at the Northwestern University School of Law. As a graduate student, she wrote a paper on International Partnership Taxation, and she graduated cum laude with a juris doctor degree in 1991.

Upon graduation, Marianne Coulton began practicing law in Illinois, providing legal services that included employment agreements, tax preparation, and estate tax planning for small businesses. In conjunction, she offered securities advice and legal opinions for corporate finance transactions and assisted corporations seeking to obtain bank financing and sell assets.

In 2007, Ms. Coulton started practicing law in Florida, and she established her own legal practice in 2009. A sole practitioner, she provides clients with estate planning advice and assistance navigating the probate process. Her services include preparing wills, establishing trusts, and providing guidance related to charitable giving, life insurance policies, and retirement plans.

Boynton Beach, FL, US











Work Experience

May 2009 - Present

Lawyer
Marianne Coulton, P.A

Jan 2007 - Jun 2008

Lawyer
Redgrave & Rosenthal

Education

Jan 1990 - Sep 1991

JD
Northwestern University School of Law
Law

Aug 1975 - Jul 1978

BA
American University
Political Science