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United States
Avatar of John J. Bowman Jr. Accountant.
Avatar of John J. Bowman Jr. Accountant.
John J. Bowman, Jr. @Accountant
1970 ~ Present
Chief Executive Officer
Within six months
. 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 Litigation Personal Finance Investments Management 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 int...
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 Joseph Bosso.
Avatar of Joseph Bosso.
Project Manager Intern @Market Cube LLC
2016 ~ Present
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 Mark Alan Lisser.
Avatar of Mark Alan Lisser.
Mark Lisser - Financial Planning Experts @Mark Lisser
2010 ~ Present
CEO
More than one year
at all times. It examines your goals, helps you prioritize, save, and invest money to achieve targets in the defined time. Work Experience Mark Lisser, Mark Lisser - Financial Planning Experts, Mar 2010 ~ Present Mark Alan Lisser specialists provide comprehensive, integrated solutions to the banking & capital markets, insurance, and investment management sectors. Mark Lisser’s breadth of services and industry knowledge allow us to understand each client’s unique business needs. He helps his customers to create wealth, grow wealth, and protect everything and these are the key lines of business. Education Carnegie Vanguard High School
Excel
PowerPoint
word
Employed
Not open to opportunities
Full-time / Not interested in working remotely
6-10 years
Carnegie Vanguard High School
Avatar of Bryan Dunst.
Within one month
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 Fairleigh
Finance + Accounting
Employed
Not open to opportunities
More than 15 years
Fairleigh Dickinson University
Finance
Avatar of Brie Neumann.
Avatar of Brie Neumann.
Legal Associate @Stonepeak Infrastructure Partners
2019 ~ Present
Legal Associate
More than one year
an Associate in the Corporate Department, Brie Neumann represented sponsors and investors in relation to the structuring, formation, marketing, and operation of private equity funds. She participated in all aspects of fund formation, including drafting and negotiation of term sheets, private placement memorandum, operating agreements, subscription and assignment agreements, investment management agreements, side letters, placement agent agreements, and marketing materials. Superior Court of the District of Columbia , Judicial Intern, Sep 2013 ~ Nov 2013 Brie Neumann advised European private fund sponsors regarding the structuring, formation and marketing of non-U.S. private equity funds contemplating U.
Law
Legal Writing
Legal Research
Employed
Not open to opportunities
Full-time / Interested in working remotely
6-10 years
Georgetown University
Law
Avatar of Chaz Price.
Avatar of Chaz Price.
Certified Financial Planner @America's Retirement Headquarters
2020 ~ Present
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
Avatar of the user.
Avatar of the user.
President @Guardian Wealth Management
2013 ~ Present
CEO, President
More than one year
finance
Financial
Management
Not open to opportunities
Full-time / Not interested in working remotely
More than 15 years
Florida Southern College
Business
Avatar of the user.
Avatar of the user.
Retirement Concepts of America @President and Co-Founder
2007 ~ Present
President
More than one year
Retirement Planning
Retirement Savings
Investments
Not open to opportunities
Full-time / Not interested in working remotely
More than 15 years
California State University, Fresno
Avatar of Vatche Agob.
Avatar of Vatche Agob.
Assistant Store Manager @AT&T
2019 ~ Present
Consultative Sales
More than one year
critical thinker, he is able to identify opportunities for improvement within his team. Vatche initially developed his leadership skills as a U.S. Army ROTC cadet while attending the University of California, Santa Barbara. Vatche prides himself on being an empathetic leader who excels in relationship management. Consultative Sales [email protected] Work Experience AT&T, Assistant Store Manager, Jan 2019 ~ Present - Oversees coaching and development of sales representatives - Broke store records in Business Sales and DirecTV - Consistent achievement of sales quotas for team - FirstNet Subject Matter Expert for territory - Selected to participate
Consultative Selling
sales management
partner management
Full-time / Interested in working remotely
4-6 years
University of California, Santa Barbara
Actuarial Sciences
Avatar of the user.
Avatar of the user.
Managing Director of Noyes Advisors @Noyes Advisors
2015 ~ Present
More than one year
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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