Aug 29, 2022
Valkere Investment Group’s Operations Manager is Christopher Levarek. He coordinates the company’s management, technical infrastructure, and day-to-day operations required to support the business. Christopher is responsible for the development and...
Aug 26, 2022
Jeff Greenberg, MBA, has over forty years of management, staff supervision, development, and training experience. He has proposed, implemented, and managed budgets in the millions of dollars for government agencies, as well as private and public organizations. Jeff...
Aug 22, 2022
Wealthnet Investments, LLC, a fiduciary registered investment advisory firm, was founded by Louis B. Llanes. Prior to founding Wealthnet, Louis worked as a senior portfolio manager for the US Bank Private Client Reserve, a quantitative trader for a private fund, and...
Aug 19, 2022
Sam Kwak grew up in poverty after arriving in the country as an illegal immigrant. As an adult, Sam drove Uber until he discovered real estate. Sam is now a serial entrepreneur, real estate investor, and certified credit counselor who assists people in making or...
Aug 15, 2022
She is an accomplished financial expert and business owner with over 15 years of experience in the financial services industry. Eunicia first honed her expertise by delivering significant financial improvements to the bottom line of Fortune 500 companies and renowned...
Aug 12, 2022
Matthew’s natural tendency to go the extra mile, whether at work or in sports, is the foundation of his financial practice. After several successful years in the mid-cap venture capital space, Matthew was drawn to the personal side of finance: his dedication to his...
Deferred Sales Trust Company > News and Updates > Page 28
