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Barry M. Fine is listed as Vice President, Wealth Management at NYS Municipal Credit Union at NYS Municipal Credit Union, based in New York, United States. AeroLeads shows a matched LinkedIn profile for Barry M. Fine.
Barry M. Fine previously worked as Vice President, Wealth Management at Nys Municipal Credit Union and Private Bank Wealth Planning Strategist at Capital One Wealth And Asset Management Private Bank. Barry M. Fine holds Mba, Finance from Columbia University - Columbia Business School.
Results driven, senior wealth management executive with 17+ years of corporate and private advisory and bank/credit experience. Regional and national wealth manager with expertise in building market share, training financial advisors, private bankers, and driving financial sales. Strong background in Bank, RIA, and Broker Dealer operations with expertise in managing teams and executing HNW client plans. Excellent background in pension, philanthropy, tax, law, and trust legal document review.For more services:Banking, Credit, Debt, B2B ConsultingCash Management, Comprehensive Financial PlanningInvestmentsInsurance, Estate and Asset ProtectionRetirement PlansEducational Financial Workshops
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22 Cortlandt Street New York, Ny
Full service wealth management platform for member firms and employees. Comprehensive financial planning and banking services, wealth management, risk management, employee benefits.
New York City
Mr. Fine is Vice President, Wealth Planning Strategist at Capital One® Private Banking and Wealth Management in New York. As a specialist with 25 years of experience, Mr. Fine delivers world-class wealth planning services with a team of commercial banking experts offering comprehensive solutions for business-owners, wealthy individuals and families, endowments, foundations, and other organizations. Mr. Fine also focuses on your individual needs, helping to protect your assets and to achieve your long-term goals.
New York City
Barry M. Fine has been devoted to counseling families and business owners who have special need for life planning and business construction decisions that are cost effective and sustainable. Mr. Fine takes special care to analyze all financial sources which include government regulations, policy, and income to determine what beneficial solutions are available for the long-term. Mr. Fine designs plans that outline the immediate and long-term costs and models what should be left in cash and invested at the lowest possible cost. He is an acknowledged expert with over 20 years experience in financial services and takes the time to completely understand the family's vision to achieve quality of life and to ensure that care giver providers and services are inexplicable in place. Additionally, Mr. Fine provides construction management and consulting to clients who require these services.
New York City
Barry M. Fine served as senior financial adviser and managed registered investment advisory division of accounting, tax and business consulting practice. Serve as investment adviser for company retirement plans, adviser and negotiator for all critical client transactions – succession planning, estate, charity, investment, tax, insurance, retirement. Conduct all client meetings, investment research and analysis. Practice has an emphasis on closely held, family businesses, high net worth individuals, medical, legal and real estate related entities. Serve as key confidant and adviser to families including those with small to medium size businesses. Extensive experience addressing complex financial needs of high net worth individuals and business owners. An acknowledged expert with over 20 years’ experience in wealth management designing wealth/life plans.
New York City
Served as senior advisor to Citigold bank clients. Assess the advantages and disadvantages of distinct banking, credit, and investment transactions domestic and international. Projects include analyzing best-in-class investment research with domestic and global expertise and providing advanced plan design for comprehensive wealth/life management plans. Provided guidance and plan design for family legacy, business succession, tax planning, investment management, estate planning, cash flow planning, insurance analysis, philanthropy. Private banker to business owners and individuals managing all financial affairs from payroll, group benefits, pension to cash management, global banking, lending, insurance, wealth management.
Greater New York City Area
Co-founder of emerging Register Investment Adviser serving Medical Professionals and C-level decision-makers. Established wealth management platform, in-house planning division, insurance agency, and custodial relations with Fidelity. Responsible for full suite of wealth advisory services for doctors, dentists, hospitals, executives, privately-held business owners, professionals, entrepreneurs in all areas of wealth management including employee and employer target plan.
Syosset, Ny
Resident financial planner and case designer. Provided advice and guided case design for council- level advisers in complex. Managed revenue-generating opportunities for C-level decision-makers providing team leadership, professional training, specialist, team-builder, coach and adviser. Provided estate planning legal document reviews and recommended strategic estate tax and trust planning solutions.
New York, Ny
Design, restoration, and construction for residential properties. Independent consulting services and assessments.
Greater New York City Area
Developed centralized planning unit using NAVIPLAN financial planning software for 500+ council level advisers as the primary national sales channel for Eagle Strategies Corp, a NYL Registered Investment Advisor firm. Helped to integrate unit with The Nautilus Group, a subsidiary of NYL and supported national sales force in plan design, technical support, and plan consultation.
Activities and Societies: Dean's Honor Roll, Student Government, Racquetball Team
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Barry M. Fine works for NYS Municipal Credit Union.
Barry M. Fine is listed as Vice President, Wealth Management at NYS Municipal Credit Union at NYS Municipal Credit Union.
Barry M. Fine is based in New York, United States while working with NYS Municipal Credit Union.
Barry M. Fine has worked for Nys Municipal Credit Union, Capital One Wealth And Asset Management Private Bank, Finex Wealth Management And Empire Projects, Inc., Marks Paneth & Shron Llp/Hkfs, and Citi.
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Barry M. Fine holds Mba, Finance from Columbia University - Columbia Business School.
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