William Leboeuf, Crpc®

William Leboeuf, Crpc® Email and Phone Number

Senior Portfolio Manager, Compound Planning @ Compound
William Leboeuf, Crpc®'s Location
Dayton, Ohio, United States, United States
William Leboeuf, Crpc®'s Contact Details
About William Leboeuf, Crpc®

I believe my role as an advisor is to simplify the financial lives of busy professionals, families and companies. My goal is to work with you as a partner to protect and grow the assets you have worked hard to earn. As your advocate, I strive to enhance investment performance by following guidelines and tracking your financial plan.I am able to serve experience businessmen and women who could do it themselves, as well as those who find the task daunting, and aim to provide timely, cost effective solutions to help with complex strategies like GRATs and Dynasty Trusts, corporate issues related to banking and debt restructuring, and investment management.I have over 29 years of experience in investments, retirement planning, employee benefits, corporate finance and estate planning needs.Specialties: Investments, Trusts, Estate Planning, Corporate Finance

William Leboeuf, Crpc®'s Current Company Details
Compound

Compound

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Senior Portfolio Manager, Compound Planning
William Leboeuf, Crpc® Work Experience Details
  • Compound
    Senior Portfolio Manager
    Compound Oct 2023 - Present
    Dayton, Ohio, United States
    Compound's approach to Wealth Management blends the personal touch of a wealth advisor with a beautiful digital platform to create a world-class, client-centric experience you won’t find anywhere else.We measure our success by the impact we have on our clients’ lives.Sometimes our impact is quite concrete: we save someone $500k by helping them exercise their stock options in the tax-optimal way, or we increase someone’s investment returns by helping them invest in private opportunities they wouldn’t otherwise have access to.But sometimes it’s more subtle: like the peace of mind that you can live the lifestyle you want in retirement or that your family is set up for success.
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William Leboeuf, Crpc® Skills

Corporate Finance Trust And Estate Planning Issues

William Leboeuf, Crpc® Education Details

Frequently Asked Questions about William Leboeuf, Crpc®

What company does William Leboeuf, Crpc® work for?

William Leboeuf, Crpc® works for Compound

What is William Leboeuf, Crpc®'s role at the current company?

William Leboeuf, Crpc®'s current role is Senior Portfolio Manager, Compound Planning.

What is William Leboeuf, Crpc®'s email address?

William Leboeuf, Crpc®'s email address is william_leboeuf@ml.com

What is William Leboeuf, Crpc®'s direct phone number?

William Leboeuf, Crpc®'s direct phone number is +193737*****

What schools did William Leboeuf, Crpc® attend?

William Leboeuf, Crpc® attended University Of Arizona.

What skills is William Leboeuf, Crpc® known for?

William Leboeuf, Crpc® has skills like Corporate Finance, Trust And Estate Planning Issues.

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