Jean Jacques Borno, Cfp®
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Jean Jacques Borno, Cfp® Email & Phone Number

Fintech and CFP professional at Forbes Technology Council
Location: Washington DC-Baltimore Area, United States, United States 7 work roles 3 schools
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Current company
Role
Fintech and CFP professional
Location
Washington DC-Baltimore Area, United States, United States
Company size

Who is Jean Jacques Borno, Cfp®? Overview

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Jean Jacques Borno, Cfp® is listed as Fintech and CFP professional at Forbes Technology Council, a company with 1087 employees, based in Washington DC-Baltimore Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Jean Jacques Borno, Cfp®.

Jean Jacques Borno, Cfp® previously worked as CEO and Founder at 1787Fp_Benjamins Money and Official Member at Forbes Technology Council. Jean Jacques Borno, Cfp® holds Master Of Business Administration (Mba) from University Of Virginia Darden School Of Business.

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Forbes Technology Council

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Profile bio

About Jean Jacques Borno, Cfp®

Jean Jacques Borno is a CERTIFIED FINANCIAL PLANNER™ professional. Jean has an MBA from the University of Virginia Darden School of Business. Specialties: Investments & Financial Planning | Startups

Current workplace

Jean Jacques Borno, Cfp®'s current company

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Forbes Technology Council
Forbes Technology Council
Fintech and CFP professional
boston, massachusetts, united states
Employees
1087
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7 roles

Jean Jacques Borno, Cfp® work experience

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Ceo And Founder

Current
1787Fp_Benjamins Money

Mclean, VA

1787fp designs software to help investors properly manage their finances, make smart money decisions, and work toward financial independence.

Jun 2016 - Present

Principal, Private Wealth Advisor

Bethesda, MD

For years large institutions, family offices, and wealthy investors have achieved superior investment returns compared to the average investor. There was a time when advanced investment tools were only available to Fortune 500, large institutions, and very ultra wealthy. Rather than chasing hot investments ideas, at Private Wealth CFOs, we take a long-term.

May 2010 - Sep 2018

Branch Manager, Private Wealth Advisor

Bethesda, MD

  • Branch Manager for Bethesda MD office
  • As the Branch Manager, I was responsible for day-to-day compliance, operations, and client service. In addition, I made sure the firm served our clients with the highest ethical standards.
  • Investment Management and Financial Planning for wealthy individuals and families
Jan 2008 - May 2010

Financial Advisor. Wealth Management

Washington, DC

  • Develop specialty in working with corporate executives and attorneys
  • Published article for American Bar Association Young Lawyer Division
  • Coauthored article for ABA Journal on retirement planning
Dec 2005 - Jan 2008

Financial Advisor, Wealth Management

Washington, DC

  • Member of the Executive's Club
Jan 2002 - Dec 2005
Team & coworkers

Colleagues at Forbes Technology Council

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3 education records

Jean Jacques Borno, Cfp® education

Certified Investment Management Analyst (Cima®) Jan 2007, Investment Management

Wharton Business School And Investment Management Consultants Association

TOPICS COVERED: Investor Risk Profile and Objectives, Advanced Asset Allocation, Manager Selection, and Portfolio Construction

FAQ

Frequently asked questions about Jean Jacques Borno, Cfp®

Quick answers generated from the profile data available on this page.

What company does Jean Jacques Borno, Cfp® work for?

Jean Jacques Borno, Cfp® works for Forbes Technology Council.

What is Jean Jacques Borno, Cfp®'s role at Forbes Technology Council?

Jean Jacques Borno, Cfp® is listed as Fintech and CFP professional at Forbes Technology Council.

Where is Jean Jacques Borno, Cfp® based?

Jean Jacques Borno, Cfp® is based in Washington DC-Baltimore Area, United States, United States while working with Forbes Technology Council.

What companies has Jean Jacques Borno, Cfp® worked for?

Jean Jacques Borno, Cfp® has worked for 1787Fp_Benjamins Money, Forbes Technology Council, Startup Leadership Program, Private Wealth Cfos, and Lpl Financial.

Who are Jean Jacques Borno, Cfp®'s colleagues at Forbes Technology Council?

Jean Jacques Borno, Cfp®'s colleagues at Forbes Technology Council include Andrii Kovalchuk, Sandip Kumar, Randall Lee Pires, Nathan Hayes, and Murthy Malapaka.

How can I contact Jean Jacques Borno, Cfp®?

You can use AeroLeads to view verified contact signals for Jean Jacques Borno, Cfp® at Forbes Technology Council, including work email, phone, and LinkedIn data when available.

What schools did Jean Jacques Borno, Cfp® attend?

Jean Jacques Borno, Cfp® holds Master Of Business Administration (Mba) from University Of Virginia Darden School Of Business.

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