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On
4 到 6 年
6 到 10 年
10 到 15 年
15 年以上
United States
Avatar of David Bolno.
一年內
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
全職
4 到 6 年
Avatar of Grant Conness.
Avatar of Grant Conness.
Managing Director & Co-Founder @Global Wealth Management
2009 ~ 現在
Managing Director
超過一年
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
就職中
目前沒有興趣尋找新的機會
全職 / 暫不考慮遠端工作
15 年以上
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 ~ 現在
超過一年
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
兼職 / 對遠端工作有興趣
10 到 15 年
University of Huelva
Spanish Studies
Avatar of Joseph Petry.
超過一年
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
全職 / 對遠端工作有興趣
15 年以上
Avatar of Andrew Costa.
Avatar of Andrew Costa.
President @Costa Capital
2006 ~ 現在
Managing Director
超過一年
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
就職中
目前沒有興趣尋找新的機會
全職 / 暫不考慮遠端工作
10 到 15 年
Florida State University
Bachelor of Science BS Finance General
Avatar of Bryan Dunst.
一個月內
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
就職中
目前沒有興趣尋找新的機會
15 年以上
Fairleigh Dickinson University
Finance
Avatar of the user.
Avatar of the user.
Managing Director of Noyes Advisors @Noyes Advisors
2015 ~ 現在
超過一年
Wealth Management
finance
Retirement Planning
目前沒有興趣尋找新的機會
全職 / 暫不考慮遠端工作
15 年以上
Loyola University of Chicago
Finance
Avatar of the user.
暫不考慮遠端工作
15 年以上
Avatar of the user.
Chief Market Technician
超過一年
Investments
Hedge Funds
Equities
目前沒有興趣尋找新的機會
全職 / 暫不考慮遠端工作
15 年以上
Fairfield University
Finance
Avatar of Julie Zuckerberg.
超過一年
Julie Zuckerberg   Recruiting Manager • Morgan Stanley • New York, US I'm Julie Zuckerberg a New York City native and senior recruiting professional. I source and connect top talent with one of the largest wealth management businesses in the world. I've worked on every step of the executive recruiting process for well over a decade, gaining international experience and expertise in a variety of fields (including legal, compliance, audit, technology, and management). Experience JulyPresent Senior Recruiting Manager for Wealth Management, Experienced Hiring Morgan Stanley AprilJune 2017 US Talent Acquistion, Executive Recruitment Lead Deutsche Bank November 2013 – February
Word
PowerPoint
Excel
目前沒有興趣尋找新的機會
暫不考慮遠端工作
15 年以上
City University of New York - Brooklyn College
Philosophy

最輕量、快速的招募方案,數百家企業的選擇

搜尋履歷,主動聯繫求職者,提升招募效率。

  • 瀏覽所有搜尋結果
  • 每日可無限次數開啟陌生對話
  • 搜尋僅開放付費企業檢視的履歷
  • 檢視使用者信箱 & 電話
搜尋技巧
1
嘗試搜尋最精準的關鍵字組合
資深 後端 php laravel
如果結果不夠多,再逐一刪除較不重要的關鍵字
2
將須完全符合的字詞放在雙引號中
"社群行銷"
3
在不想搜尋到的字詞前面加上減號,如果想濾掉中文字,需搭配雙引號使用 (-"人資")
UI designer -UX
免費方案僅能搜尋公開履歷。
升級至進階方案,即可瀏覽所有搜尋結果(包含數萬筆覽僅在 CakeResume 平台上公開的履歷)。

職場能力評價定義

專業技能
該領域中具備哪些專業能力(例如熟悉 SEO 操作,且會使用相關工具)。
問題解決能力
能洞察、分析問題,並擬定方案有效解決問題。
變通能力
遇到突發事件能冷靜應對,並隨時調整專案、客戶、技術的相對優先序。
溝通能力
有效傳達個人想法,且願意傾聽他人意見並給予反饋。
時間管理能力
了解工作項目的優先順序,有效運用時間,準時完成工作內容。
團隊合作能力
具有向心力與團隊責任感,願意傾聽他人意見並主動溝通協調。
領導力
專注於團隊發展,有效引領團隊採取行動,達成共同目標。
一年內
Partner - US and
RD Heritage Group
2010 ~ 現在
Las Vegas, NV, USA
專業背景
目前狀態
就職中
求職階段
目前沒有興趣尋找新的機會
專業
財務顧問, 證券投資分析師, 財務分析師
產業
財務, 財務技術 / 保險技術, 風險投資與私募股權
工作年資
15 年以上工作經驗(10 到 15 年相關工作經驗)
管理經歷
我有管理 15 人以上的經驗
技能
Cooperation
Strategic Planning
Negotiation
Flexibility
Productive
Partnership
Company Acquisition
Social Development
Business Strategy
Management Buyout
語言能力
English
母語或雙語
求職偏好
希望獲得的職位
Partner - US and
預期工作模式
全職
期望的工作地點
Las Vegas, NV, USA
遠端工作意願
對遠端工作有興趣
接案服務
學歷
學校
University of Miami
主修科系
Finance
列印

Robert Davis

Partner - US and

Co-founder of RD Heritage Group www.rdheritage.com. Multi-family office partnership in the US and Bahrain : focus on oil & gas (upstream, midstream and downstream) , renewable energy (solar and wind) , energy asset / company (core and non-core) acquisitions, healthcare roll-ups, medical device, pharmaceuticals, AI, blockchain, agriculture / dairy farming and real estate opportunities. Have deep relationship with the sovereign wealth funds in the GCC (Gulf
Cooperation Council) .

In Bahrain, partnered with Hadi Al Alawi at the Al Hayat Group. Founded in the late 1980s, the Al Hayat Group has been investing in global companies in the Middle East for over 25 years. The history of
Al Alawi family has been linked to Bahrain for over 100 years, during
which it has notably contributed towards the economic and social
development of the country. The Al Hayat Group is one of the largest
and oldest family offices in the Gulf.

In Indonesia partnered with 2 family offices. One family is #5 on
the Forbes list in Indonesia. The other family is one of the largest
Indonesian family offices with significant food, real estate and
healthcare investments. The family invests only their own capital and
are differentiated by their permanent and proprietary capital base
which allows for maximum flexibility with transaction structures and
investment period; and complete alignment with all stakeholders in
creating long-term value.

In US, partnered with the MHA Nation to deploy 50MM to 100MM
in a 650MM to 850MM bid project. MHA Nation, a Native America
tribe composed of the Mandan, Hidatsa and Arikara tribes bid on an
opportunity to acquire oil & gas leases currently held by a publicly
traded oil & gas company, representing up to 64 ,000 acres. The
subject acreage is located on the Nation's tribal lands situated in the most productive region in North Dakota. A 2B private equity firm offered to partner with MHA Nation in a management buyout for the
public company acquisition.

  Las Vegas, NV, USA

http://RobertDavisRDHeritage.com         

Work Experience

Family Office Partner  •   RD Heritage Group

Across the offices, the Group operates within the biotechnology, dairy, real estate, AI, automotive, and medical devices as well as solar energy, food, pharmaceuticals, and blockchain sectors.

January 2010 - Present

Education

1990 - 1994

University of Miami

Finance

Internal Medicine Residency Program

Doctor of Medicine - Post Graduate Education

Skills


  • Cooperation
  • Strategic Planning
  • Negotiation
  • Flexibility
  • Productive
  • Partnership
  • Company Acquisition
  • Social Development
  • Business Strategy
  • Management Buyout
  • Public Speaking
  • Microsoft Office 

Languages


  • English — Native or Bilingual

Blog Posts

Follow Robert Davis On Social Media

履歷
個人檔案

Robert Davis

Partner - US and

Co-founder of RD Heritage Group www.rdheritage.com. Multi-family office partnership in the US and Bahrain : focus on oil & gas (upstream, midstream and downstream) , renewable energy (solar and wind) , energy asset / company (core and non-core) acquisitions, healthcare roll-ups, medical device, pharmaceuticals, AI, blockchain, agriculture / dairy farming and real estate opportunities. Have deep relationship with the sovereign wealth funds in the GCC (Gulf
Cooperation Council) .

In Bahrain, partnered with Hadi Al Alawi at the Al Hayat Group. Founded in the late 1980s, the Al Hayat Group has been investing in global companies in the Middle East for over 25 years. The history of
Al Alawi family has been linked to Bahrain for over 100 years, during
which it has notably contributed towards the economic and social
development of the country. The Al Hayat Group is one of the largest
and oldest family offices in the Gulf.

In Indonesia partnered with 2 family offices. One family is #5 on
the Forbes list in Indonesia. The other family is one of the largest
Indonesian family offices with significant food, real estate and
healthcare investments. The family invests only their own capital and
are differentiated by their permanent and proprietary capital base
which allows for maximum flexibility with transaction structures and
investment period; and complete alignment with all stakeholders in
creating long-term value.

In US, partnered with the MHA Nation to deploy 50MM to 100MM
in a 650MM to 850MM bid project. MHA Nation, a Native America
tribe composed of the Mandan, Hidatsa and Arikara tribes bid on an
opportunity to acquire oil & gas leases currently held by a publicly
traded oil & gas company, representing up to 64 ,000 acres. The
subject acreage is located on the Nation's tribal lands situated in the most productive region in North Dakota. A 2B private equity firm offered to partner with MHA Nation in a management buyout for the
public company acquisition.

  Las Vegas, NV, USA

http://RobertDavisRDHeritage.com         

Work Experience

Family Office Partner  •   RD Heritage Group

Across the offices, the Group operates within the biotechnology, dairy, real estate, AI, automotive, and medical devices as well as solar energy, food, pharmaceuticals, and blockchain sectors.

January 2010 - Present

Education

1990 - 1994

University of Miami

Finance

Internal Medicine Residency Program

Doctor of Medicine - Post Graduate Education

Skills


  • Cooperation
  • Strategic Planning
  • Negotiation
  • Flexibility
  • Productive
  • Partnership
  • Company Acquisition
  • Social Development
  • Business Strategy
  • Management Buyout
  • Public Speaking
  • Microsoft Office 

Languages


  • English — Native or Bilingual

Blog Posts

Follow Robert Davis On Social Media