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VP, Public Policy
#wealth #advisors #retirement #financialplanning #retirementplanning
#NorthAmerica
Kim has more than twenty-five years of experience working in the financial security profession. He has a strong background in life insurance, banking, individual and institutional investments, with em
Vice President, International and Pricing
#financialplanning #finance
#Northamerica
Alex Thomas is currently working as Vice President, International and Pricing at Overstock
AVP, Product Management
#financialplanning #investments
I'm a CERTIFIED FINANCIAL PLANNER™ certificant with ten years of experience serving clients in or near retirement. I've worked with business owners to help get themselves and their employees on track
Financial Planning and Analysis Manager
#financialplanning #business
#Oceania
Anna Schell is currently Financial Planning and Analysis Manager at Starlight Children's Foundation, a NFP operating nationally in Australia.
Principal, Senior Financial Advisor
#assetmanagement #financialplanning #wealthmanagement
Augustine Repetto is a Principal and Senior Financial Advisor in the Philadelphia, Pennsylvania office of HBKS® Wealth Advisors (HBKS®). He has extensive knowledge and expertise in both investment and
President
#FinancialAdvisory #FinancialAccounting #FinancialPlanning #FinancialReporting
Ben Edwards is the President of Weatherby Consulting, a company which provides transaction advisory, consulting, and asset management services with proven success in creating opportunities and solutio
Founder
#exitplanning #financialadvisors #financialplanning #successionplanning
Brooklyn H. Brock, CFP®, CEPA®, ChFC®, CKA® is a 3rd generation financial advisor and founder of Ellevate Advisors LLC, a fee-only RIA, specializing in Financial Planning and Exit Coaching for advisor
Wealth Strategist
#leadership #financialplanning
Cameron Rahbar is currently working as Wealth Strategist at Anchor Capital Advisors LLC.
Vice President & Senior Relationship Manager
#financialplanning
My passion is to help the Middle-Class Millionaire® feel more secure about their financial future while saving them time and energy. At Kendall Capital, I get to do that every day by educating and pla
Dual Role - Product Manager, LifeSight Product Team
#financialplanning #wealthmanagement #wealthtech
#Europe
Christine is a Chartered Financial Planner, a Qualified Pension Transfer Specialist, a Cert CII(MP) Mortgage Adviser, a EFPA European Financial Planner™ & a Fellow of the Personal Finance Society of t
Managing Director and Chartered Financial Planner
#suffolk #business #financialadvice #moneymanagement #financialplanning
Colin Low founded Kingsfleet Wealth in 2010. Prior to this, he had a career in banking.
CEO & Co Founder
#fintech #startups #insurtech #financialplanning #behavioraleconomics
#SouthAmerica
David Conde, a fintech entrepreneur, started Coinscrap Finance in 2016 and has been its Managing director ever since. At Coinscrap Finance, we take pride in our diverse and talented team of profession