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4 到 6 年
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15 年以上
Avatar of Jason P. Ashline, IC.MA, CRPS.
Avatar of Jason P. Ashline, IC.MA, CRPS.
Independent Consultant & Mission Advocate (IC.MA) @Sustaining Financial Futures (Freelance Self)
2020 ~ 現在
Consulting
超過一年
promoted to Regional Sales Manager due to my efforts in this position. Mutual of America Financial Group, Group Account Representative, Dec 2010 ~ May 2013 Sold takeover and new plan start ups for 401(k), 403(b), 457(b), SEP, SIMPLE, and payroll deduct Roth IRA product lines. Served as the relationship manager to over 80 group employer plans with over $200M in AUM in the Upper Midwest. Conducted annual fiduciary plan reviews focused on plan fees, investment portfolio benchmarking analysis, share class optimization, plan design, ERISA compliance best practices, and employee education curriculum developmen...
Salesforce
salesforce lightning
Sales & Customer Service
就職中
全職 / 對遠端工作有興趣
15 年以上
Dickinson College
Political Science
Avatar of Chaz Price.
Avatar of Chaz Price.
Multi-Family Wealth Adviser @TDC Investment Advisory
2019 ~ 2020
CERTIFIED FINANCIAL PLANNER™
超過一年
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
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
University of Toledo
Masters of Business Administration MBA Finance and Financial
Avatar of the user.
Avatar of the user.
President @Guardian Wealth Management
2013 ~ 現在
CEO, President
超過一年
finance
Financial
Management
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 Southern College
Business
Avatar of Adam Gant.
Real Estate Investor
超過一年
organization. Years later, Adam moved to Victoria to begin training with the National Rowing Team. This move not only marked a milestone in his athletic pursuits, but in his real estate career as well. In his first year, at the age of 22, Adam Gant purchased multiple investment properties.Over the course of the next three years, Adam went on to acquire — personally and with partners — a portfolio that included 13 residential properties, 2 land development projects, 2 condo development projects, and a share in a property management and realty brokerage business. Experience MIT at
investing
Real Estate
Real Estate Investing
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
University of British Columbia
Engineering Physics
Avatar of the user.
超過一年
Word
Real Estate
Real Estate Transactions
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
New York University
Tax Law/Taxation
Avatar of the user.
Avatar of the user.
Founder and Managing Partner @Tidewater Equity Partners
2016 ~ 現在
Managing Partner
超過一年
leadership
Innovation
Client Relationships
目前沒有興趣尋找新的機會
暫不考慮遠端工作
15 年以上
University of North Carolina at Chapel Hill
Master of Business Administration - MBA
Avatar of Alexander Christodoulakis.
CEO
超過一年
Alexander Christodoulakis  CEO • Toronto • [email protected] Alexander Christodoulakis is an International Financier and as CEO of PBS SA Capital Group, is the lead investment executive who manages an international portfolio of companies, including Portland Marine Group of Companies. PBS SA, a financial group, has a constantly growing diversified international portfolio of companies under its management.
investing
Investment Advisory
Leadership
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
Avatar of Raudline Etienne.
超過一年
Raudline Etienne Raudline Etienne is the founder and managing partner of Daraja Capital, an advisory and investment firm focused on boutique alternative asset managers. She has more than 20 years of experience in the financial industry.  Founder & Managing Partner | Daraja Capital New York City, NY, USA Experience Founder & Managing Partner | Daraja Capital June 2016—Present Trustee | Janus Funds June 2016—Present Senior Advisor | Albright Stonebridge Group January 2016—Present Member, Board of Directors | Brightwood Capital November 2014—Present Consultant Trustee | Janus Funds June 2014—June 2016 Senior Vice President | Albright Stonebridge Group October 2011—December 2015 Chief Investment
Investment
Strategy
Leadership
目前沒有興趣尋找新的機會
全職 / 對遠端工作有興趣
15 年以上
Massachusetts Institute of Technology (MIT)
Architecture
Avatar of Lorenzo Wyche.
Restaurant Reviews
超過一年
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
目前會考慮了解新的機會
全職 / 對遠端工作有興趣
6 到 10 年
Nassau Community College
Restaurant Technology Field Of StudyHospitality
Avatar of Ethel Alston.
OWNER
三個月內
got. the best reputation in the world hope you will be very happy with our service no financial problems Or don’t stress Best Security Services • ussmmstore AprJan 2020 Our created and provided every account is verified and safe We provide services after payment in very short time a, Investment of our company is about and being ready to invest more and this upcoming investment will be dependent on your love for Ussmmstore. Education University or School Field of study AprJan 2020 University or School Field of study AprJan 2020 Skills Word C# Java Canva C/
Word
C#
Java
服兵役中
正在積極求職中
全職 / 對遠端工作有興趣
15 年以上

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