Joseph Landesman, Se-Awma™ Email and Phone Number
Joseph Landesman, Se-Awma™ work email
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Joseph Landesman, Se-Awma™ personal email
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Joseph Landesman, Se-Awma™ phone numbers
➡️ My Mission:Throughout my career at large US and international advisory firms, I recognized a significant gap in the financial services industry. Many firms focus more on generating revenue than on providing the best possible service to clients. My mission is to change this paradigm by offering personalized, client-focused financial advisory services that prioritize your needs and goals.➡️ Uniqueness:The unique blend of services I offer sets me apart. Unlike many financial advisors, I integrate tax planning and complex tax strategies with alternative investments, exit planning, and direct real estate into my advisory services. This holistic approach ensures that all aspects of my clients' financial well-being are addressed.➡️ Who I serve:As a seasoned Financial Advisor with over a decade of experience, I specialize in providing comprehensive financial solutions tailored to the unique needs of public company senior employees and small to mid-size business owners.➡️ My Services Include: ✔️ Financial Planning ✔️ Tax Planning ✔️ Estate Planning & Wealth Transfer ✔️ Real Estate/Investment Advisory ✔️ Luxury & Collectible Assets✔️ Philanthropy➡️ Ask for My Case Examples:My clients benefit from tailored solutions and hands-on execution for their investment and structuring needs. I have numerous case examples that demonstrate the tangible benefits and successes achieved by my clients and partners. DM me and I’ll send you those case studies.➡️ There's No Better Time Than Now:Delaying financial planning can result in missed opportunities for potential returns, tax savings, and deal availability. Acting now ensures that you capitalize on the best opportunities available.➡️ Contact Me:Let me help you navigate the complexities of financial planning and investment. Reach out today to discover the right solutions for your financial future.📞 (305) 322-9568📧 joseph@mlventuregroup.com
Corrales & Co.
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Senior Investment StrategistCorrales & Co. Oct 2024 - PresentDeveloping and implementing comprehensive investment strategies to meet the financial goals of our clients.
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PresidentMl Venture Group Nov 2022 - PresentHollywood, Fl, Us -
Account ExecutiveDealmaker Dec 2021 - Sep 2022Toronto, Ontario, Ca• Acquired new clients and provided growth equity raise advice based on platform offering.• Sourced exclusive partnership with top tier media company by initiating contact via Twitter, resulting in expansion into new verticals and vehicles including millions in proposed capital raise exposure.• Closed complex, rushed deal with a real estate syndicate group looking to build private fund in a few days, resulting in a rapid and successful raise.• Utilized and continuously developed extensive local innovation and tech network. -
Client Services ManagerAlvarium Jul 2018 - Jan 2022• Oversaw millions in family funds; brought in $5.5M in capital via new and existing clients.• Maintained exceptional client retention rate by providing diligent customer service through clear communication, constant market research, and creating and tracking against metrics in line with market forecasts and client and company goals.• Created and executed COVID focused email marketing campaign to address unprecedented market volatility and investor anxiety, resulting in a 10% response and transaction rate.• Automated outdated processes using Charles Schwab platform to enhance client experience and automate internal activities such as data collection and analysis, saving time while increasing accuracy.
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Vice President Of Capital MarketsLloyd Jones Capital Jul 2017 - Jul 2018Dallas, Tx, Us• Hired to launch new alternative fund and private equity offering targeting private investors, financial advisors, and family offices, ultimately yielding direct investment deals ranging from $2M - $50M.• Brought in real estate investment relationship that yielded nearly $10M. -
Capital Markets AssociateLloyd Jones Capital Mar 2017 - Jul 2017Dallas, Tx, Us• Originated and nurtured private and institutional investors for direct investments in Multifamily housing assets.
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Financial AdvisorUbs Feb 2013 - Mar 2017Zurich, Ch• Award: Tier 1 Award Bonus for outstanding production for 2 consecutive years, 2014 and 2015.• Award: Top 10% sales in new advisor cohort across all UBS branches nationwide.• Doubled revenues from clients with high net worth, substantially increasing group revenue by in 2 years.• Aggregated mutual fund universe performance metrics to raise returns by an average of 2.8% while lowering risk. -
Financial AdvisorMorgan Stanley Smith Barney Feb 2012 - Jan 2013New York, Ny, Us• Increased client satisfaction rating by 5% by presenting public equities and investment opportunities, creating models and dashboards for clients, and implementing overall client centered strategy.• Selected to mentor new financial advisors on business development, networking, compliance, legal, operations, and policy. -
Financial RepresentativeNorthwestern Mutual May 2011 - Feb 2012Milwaukee, Wi, Us
Joseph Landesman, Se-Awma™ Skills
Joseph Landesman, Se-Awma™ Education Details
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Touro CollegeFinance -
Derech Etz Chaim Talmudic SeminaryTalmudic Law
Frequently Asked Questions about Joseph Landesman, Se-Awma™
What company does Joseph Landesman, Se-Awma™ work for?
Joseph Landesman, Se-Awma™ works for Corrales & Co.
What is Joseph Landesman, Se-Awma™'s role at the current company?
Joseph Landesman, Se-Awma™'s current role is Senior Investment Strategist | I help business executives, entrepreneurs, and professional athletes protect and grow their wealth | Certified Sports & Entertainment Accredited Wealth Management Advisor.
What is Joseph Landesman, Se-Awma™'s email address?
Joseph Landesman, Se-Awma™'s email address is la****@****ail.com
What is Joseph Landesman, Se-Awma™'s direct phone number?
Joseph Landesman, Se-Awma™'s direct phone number is +130541*****
What schools did Joseph Landesman, Se-Awma™ attend?
Joseph Landesman, Se-Awma™ attended Touro College, Derech Etz Chaim Talmudic Seminary.
What skills is Joseph Landesman, Se-Awma™ known for?
Joseph Landesman, Se-Awma™ has skills like Investments, Strategic Financial Planning, Finance, Financial Analysis, Business Development, Securities, Corporate Finance, Alternative Investments, Asset Management, Mutual Funds, Estate Planning, Problem Solving.
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