Athena Felhandler Email & Phone Number
Who is Athena Felhandler? Overview
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Athena Felhandler is listed as Financial Advisor, President and Founder at Kronos Wealth Management, LLC at Kronos Wealth Management, LLC, based in West Bloomfield, Michigan, United States. AeroLeads shows a matched LinkedIn profile for Athena Felhandler.
Athena Felhandler previously worked as Financial Advisor, President and Founder at Kronos Wealth Management, Llc and Director, Financial Planning at Edelman Financial Engines. Athena Felhandler holds Bachelor Of Arts (Ba) from Wayne State University.
About Athena Felhandler
I strive to build strong client relationships. I close business. I retain clients. ►►athenajf@comcast.net◄◄RELATIONSHIP MANAGEMENT EXPERTDEPTH OF EXPERIENCE AND KNOWLEDGEOver the course of my career, I have prepared investment and financial strategies incorporating tax, risk management and retirement allocation considerations. I have in-depth knowledge of portfolio management, estate planning and corporate and business tax structures. I have won institutional business and convinced high net worth clients to invest with my company over other competitors due to my deep knowledge and ability to demonstrate the value of the strategies I develop.RELATABLE EDUCATORNot everybody understands how much wealth they have or the methods of increasing it strategically while others are very sophisticated. I excel at tailoring client education to their level of understanding. Additionally, I seek to introduce my clients to other reliable professionals to advise them on other matters related to their estate.SPECIALITIES: Financial Planning │ Business Development │ Client Retention │ Investment Strategies │ High Net Worth Clients │ Institutional Clients │ Problem Solving │ Strategic Planning
Listed skills include Investments, Risk Management, Customer Service, Financial Planning, and 8 others.
Athena Felhandler's current company
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Athena Felhandler work experience
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Director, Financial Planning
Financial Consultant
Rather than requiring that I start from the ground floor in alignment with Fidelity’s “promote from within” philosophy, I was recruited to join the firm and start as a Financial Consultant due to my previous success managing and investing money for high net worth and institutional clients. I manage a $500 million portfolio made up of high net worth clients. In addition to advising clients on investment and financial strategies, I develop customized solutions for their unique and complex issues. I love what I do and I am exceptionally good at it.KEY ACHIEVEMENTS◆ Secured $20 million, institutional client convincing the board to leave their current investment firm.◆ I was chosen as one of five financial consultants throughout the company to launch Fidelity’s one and only office dedicated to high net worth clients, a concept that was immediately successful.◆ In 2015, I beat all records in the company’s 70-year history by selling more insurance products in a six month period than anyone ever.◆ Consistently receive “highest business closure rate” and “highest client satisfaction” scores in the Midwest market closing more business per client than anyone else within the company.
Financial Advisor
I had been a high net worth investor for friends and family for years and then made it official by going to Citigroup to be a Financial Advisor. I managed a retail and institutional book of business with a partner worth $500 million. My clients included colleges, universities, counties and school districts.
Office Manager/Administrator
I managed the operations of a very successful and busy podiatry office with two locations in metro Detroit. I handled all the marketing, patient relations, patient education, inventory control and even assisted the physician with procedures when necessary.
Research Lab Supervisor, Cancer Biology Division
As a pre-med student, I worked in this lab where I supervised a team working on chemotherapeutic drug studies and wrote grants to ensure the project remained funded.
Athena Felhandler education
Bachelor Of Arts (Ba)
Master Of Public Administration (Mpa)
Frequently asked questions about Athena Felhandler
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What company does Athena Felhandler work for?
Athena Felhandler works for Kronos Wealth Management, LLC.
What is Athena Felhandler's role at Kronos Wealth Management, LLC?
Athena Felhandler is listed as Financial Advisor, President and Founder at Kronos Wealth Management, LLC at Kronos Wealth Management, LLC.
Where is Athena Felhandler based?
Athena Felhandler is based in West Bloomfield, Michigan, United States while working with Kronos Wealth Management, LLC.
What companies has Athena Felhandler worked for?
Athena Felhandler has worked for Kronos Wealth Management, Llc, Edelman Financial Engines, Fidelity Investments, Citigroup Smith Barney, and G.M. Feldhandler, Dpm.
How can I contact Athena Felhandler?
You can use AeroLeads to view verified contact signals for Athena Felhandler at Kronos Wealth Management, LLC, including work email, phone, and LinkedIn data when available.
What schools did Athena Felhandler attend?
Athena Felhandler holds Bachelor Of Arts (Ba) from Wayne State University.
What skills is Athena Felhandler known for?
Athena Felhandler is listed with skills including Investments, Risk Management, Customer Service, Financial Planning, Financial Consulting, Relationship Development, Relationship Management, and Business Development.
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