Position:
Principle at David Elefant Wealth Management Group, Board Member at Green Vision Inc.
Location:
Greater New York City Area
Work:
David Elefant Wealth Management Group
- 300 West Main Street, Rockaway, NJ 07866 since Jan 1991
-
Principle
Green Vision Inc.
- Morris Plains, NJ 07950 since 2011
-
Board Member
Education:
livingston high school
Temple University 1980 - 1984
BA, Accounting & Business Law
University of Houston 1989 - 1991
MBA, Finance & Marketing
Skills:
Wealth Management, Tax Preparation, Tax Accounting, Succession Planning, Strategic Planning, Retirement Planning, Portfolio Management, Leadership, Insurance, Financial Risk, Estate Planning, Entrepreneurship, Employee Benefits, Customer Service, Asset Managment, Asset Management, Management, Investments, Financial Analysis, Financial Services, Fixed Annuities
Honor & Awards:
Since 2010, I've been named to Genworth Financial Investment Services President's Council as a Top Financial Advisor among my peers in the industry. This designation is for a limited number of successful financial advisors who demonstrate a passion for excellence and a commitment to providing exceptional client service.