Managing Associate at a Financial Planning Firm in Manhattan. I have clients in 29 states and have been in the industry for 8 years. My clients are primarily physicians, attorneys and small businesses owners with less than 50 employees.
I’m looking to connect with like minded individuals who put the needs of their clients above their own. I’m also looking to hire talent and build my team.
I’m on the committee for TSINY; a not for profit mental health corporation.
I’m the Vice President of BNI Manhattan Chapter 47
I’m a member of The Friars Club
I’m a member of Hofstra University GOLD Alumni Association
Invited by: Jeff Gechlik
if the data has not been changed, no new rows will appear.
Day | Followers | Gain | % Gain |
---|---|---|---|
March 14, 2024 | 64 | 0 | 0.0% |
April 06, 2023 | 64 | 0 | 0.0% |
August 17, 2022 | 64 | -1 | -1.6% |
July 11, 2022 | 65 | +2 | +3.2% |
June 04, 2022 | 63 | -1 | -1.6% |
November 07, 2021 | 64 | +1 | +1.6% |
September 30, 2021 | 63 | +2 | +3.3% |
August 12, 2021 | 61 | +4 | +7.1% |