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4-6 years
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Avatar of David Bolno.
Within one year
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
Full-time
4-6 years
Avatar of Grant Conness.
Avatar of Grant Conness.
Managing Director & Co-Founder @Global Wealth Management
2009 ~ Present
Managing Director
More than one year
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
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 Genai Walker Macklin.
Avatar of Genai Walker Macklin.
Financial Advisor, Financial Planning Specialist @Morgan Stanley
2014 ~ Present
More than one year
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
Part-time / Interested in working remotely
10-15 years
University of Huelva
Spanish Studies
Avatar of Joseph Petry.
More than one year
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
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 Bryan Dunst.
Within one month
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
Employed
Not open to opportunities
More than 15 years
Fairleigh Dickinson University
Finance
Avatar of Jane Galitello.
More than one year
Jane Galitello Financial Services Jane Galitello is the best growth mentor or advisor who guides growth strategies. He provides financial services related to banking, insurance, and wealth management. https://www.crunchbase.com/person/jane-galitello
Google Drive
Illustrator
Full-time / Interested in working remotely
6-10 years
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.
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
Avatar of the user.
Not interested in working remotely
More than 15 years

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