Search by Tag: financial planning
834 total news stories found.
Marquis Who's Who Honors Jerry LaNeil Alexander for Expertise in Strategic Financial Planning and Organizational Leadership
2024-07-16 | Jerry LaNeil Alexander is an expert in his field as a business unit controller at Genuine Cable Group LLC
Dena M. Kotz-Fresch, MBA Celebrated for Dedication to the Field of Education
2024-07-03 | Dena Kotz-Fresch lends years of expertise to her work with Olmsted Falls City Schools
David Barol Celebrated for Dedication to the Financial Industry
2024-07-02 | David Barol lends years of expertise to his work with Keystone Asset Management Strategies, LLC
Marquis Who's Who Honors Allie Beckmann for Leadership in Financial Planning and Entrepreneurship
2024-07-02 | Ms. Allie Beckmann is noted for her work as the founder of Beckman Financial
Top Motivational Speaker And Bestselling Author Rocky Romanella On How To Become A World-Class Organization
2024-07-02 | Renowned as a keynote speaker, trainer, and Forbes Contributor, Romanella founded 3SIXTY Management Services, LLC. With 40+ years in leadership, he served as CEO and Director at UniTek Global Services after a 36-year UPS career.
Marquis Who's Who Honors Tina Merritt Vandall, MBA, for Expertise in Accounting and Finance
2024-06-26 | Tina Merritt Vandall, MBA, is honored for her success as the owner of Small Business Insights LLC
Marquis Who's Who Honors Ralph Pereira for Expertise in Technology, Energy, Finance, and Petroleum
2024-06-25 | Ralph Pereira is honored for his contributions as the president of CompHaiti S.A. and through nonprofit work
Marquis Who's Who Honors Kenneth Cornacchione for Expertise in Finance
2024-06-19 | Kenneth Cornacchione has found success as a private consultant
Ronald L. Clem Recognized for Excellence in Manufacturing
2024-06-18 | Ronald L. Clem is the owner and chief executive officer of Continental International
James Keller, CFP®, CRPC®, Recognized for Expertise and Exceptional Work in Financial Services
2024-06-17 | James Keller, CFP®, CRPC®, honored for over 20 years of work in financial planning and wealth management
Marquis Who's Who Honors Olga S. Golovanenko for Expertise in Financial Services
2024-06-13 | Olga S. Golovanenko serves as a project manager at EnCompass
Galen Bargerstock Inducted into the Prestigious Marquis Who's Who Biographical Registry
2024-06-11 | For 15 years, Galen Bargerstock has led a distinguished career focused on financial planning and retirement solutions
Marquis Who's Who Honors Eric Van Ness, MBA, CFP®, for Expertise in Financial Services
2024-06-07 | Eric Van Ness, MBA, CFP® is lauded for his success and tenure as a financial advisor with Waddell & Reed
Marquis Who's Who Honors Susana Marcos, JD, MBA, for Expertise in Consulting Services and Insurance Brokerage
2024-06-03 | Susana Marcos, JD, MBA, recognized as the senior adviser and owner of Susana Marcos LLC
Marquis Who's Who Honors Bobby L. Burns, MBA, EA, RIA, for Expertise in Finance
2024-05-29 | Bobby L. Burns, MBA, EA, RIA, for over two decades of service in taxes and financial planning
Hunter B. Gehring has been Inducted into the Prestigious Marquis Who's Who Biographical Registry
2024-05-29 | Hunter B. Gehring serves as a Managing Director at NewEdge Wealth
Marquis Who's Who Honors Gabe Cocinescu for Expertise in Wealth Management and Financial Planning
2024-05-23 | Gabe Cocinescu is lauded for his expertise in his role as the senior managing director at Forte Capital Group
Marquis Who's Who Honors Thomas M. Andersen for Expertise in Financial Planning
2024-05-23 | Thomas M. Andersen is being honored by Marquis Who's Who
Marquis Who's Who Honors Aurelie Schmitt for Expertise in Accounting and Finance
2024-05-16 | Aurelie Schmitt is honored for her contributions as the head of finance at Philips
Johnson Financial Group included on 2024 Worth Leading Advisors List
2024-05-15 | The 2024 Worth Leading Advisors List features the top-tier registered investment advisor firms (RIAs) in the country who are leaders in their field and pioneers in adapting to market changes and the evolving needs of affluent clients.