Marty Jensen   Atfa / Tep

Marty Jensen Atfa / Tep Email and Phone Number

Philanthropic Venture Studios and Wealth, Estate and Legacy Stewardship @ Omaha, NE, US
Omaha, NE, US
Marty Jensen Atfa / Tep's Location
Omaha, Nebraska, United States, United States
Marty Jensen Atfa / Tep's Contact Details

Marty Jensen Atfa / Tep work email

Marty Jensen Atfa / Tep personal email

About Marty Jensen Atfa / Tep

Serving as a strategist, catalyst & operational director of customised " Philanthropic Venture Studios". Oversee multi-disciplined, digital legacy stewardship services. Serving as the families Trust Director / Protector. Counsel families, providing collaborative, comprehensive, sustainable & resilient solutions to life’s various ventures in health, wealth, estate, legacy, succession & impact philanthropy.Navigating dynastic planning, asset protection, privacy & tax minimisation. beneficiary education & conflict resolution techniques. These resources include tools for digital asset inheritances, business succession, governance & trust jurisdiction optimisation. My philosophical, humanitarian and vocational aspirations are advancing sustainable stewardship, fiduciary best practices such as UN-SDG's, sustainable impact alignments with all universal stakeholders addressing societies most vulnerable individuals.My life goal is to empower all humans with economic self sovereignty via their own biological human data. This ability can be harvested by tokenizing or self-monetizing their own personal data. This process could provide everyone with their own self-generated resources to essential components of living such as; housing, healthcare and other basic forms of self sufficiency of independent living with dignity. Revolutionary pathways are now possible via constructs like web 3.0, self-sovereign identity, data lakes, blockchain infrastructure, such as defi’s impacts on industries like big data, pharma, healthcare, etc. Please join me in this essential humanitarian crusade!! “Fairness 4 Humanity"

Marty Jensen Atfa / Tep's Current Company Details
https://pledgeaportion.org/

Https://Pledgeaportion.Org/

Philanthropic Venture Studios and Wealth, Estate and Legacy Stewardship
Omaha, NE, US
Marty Jensen Atfa / Tep Work Experience Details
  • Https://Pledgeaportion.Org/
    Philanthropic Venture Studios And Wealth, Estate And Legacy Stewardship
    Https://Pledgeaportion.Org/
    Omaha, Ne, Us
  • Trust Hub 360 /  Family Office Center ;  Https://Www.Trustworthy.Com/
    Philanthropic Venture Studios / Wealth, Estate & Legacy Stewardship
    Trust Hub 360 / Family Office Center ; Https://Www.Trustworthy.Com/ Mar 2004 - Present
    Family Office & Fintech venture studios- Facilitating strategic leadership and operational efficiency throughout the varied "family office & global venture" ecosystems.Developing personal life management platforms to automate necessary "life, health, wealth, estate and legacy" management services. These solutions Integrate, unique, fiduciary related best-practice workflows for advanced stewardship, business continuity, legacy, and philanthropic planning. Assisting clients various digital assets to address newly emerging inheritance legal frameworks such as RUFADAA, which covers both social and digital assets.
  • Alliance Trust Company Of Nevada
    Managing Director-Global Business Development
    Alliance Trust Company Of Nevada Jan 2016 - Dec 2017
    Reno, Nv, Us
    Nevada Chartered Jurisdiction. Directed Global Business Development and Strategic Initiatives. Facilitated expansion of white labeled Family Office Services. Customized fiduciary best practices and family office services including philanthropy & legacy planning for U.S. and international clients.
  • Highland Capital Management, L.P.
    Executive Director-Practice Management Consultant
    Highland Capital Management, L.P. Jan 2013 - Dec 2015
    Dallas, Texas, Us
    Oversee RIA channel and business development initiatives. Creating practice management programs to broaden scope of advisory practices. Developing wholesaling programs to more effectively work with financial intermediaries.
  • Ing Nederland
    Managing Director-Alternative'S, Sma'S & Offshore Funds.
    Ing Nederland Jun 2000 - Aug 2004
    Amsterdam Zuidoost, Nl
    National Sales manager for ING Advisors- SMA'sManaging Director for ING fund distributors.Director of alternative InvestmentsDirector-Product Development for offshore funds
  • Prime Advisory Network
    Founder / C.E.O. ; Fiduciary Advisor Coach & Wealth Management Consultant
    Prime Advisory Network Jan 1990 - Jun 2000
    London, England, Gb
    Co-Founding Member & Past President of IIMC- Institute for Investment Management Consultants,which has merged into https://investmentsandwealth.org/. Subject matter expert on global wealth advisory and multi-disciplined fiduciary best practices.Pioneer in developing fee based consulting platforms and trained over 20,000 advisors around the world with best in class fiduciary centered comprehensive global wealth management skills.Developed wealth platforms for midland Walwyn / https://www.cibc.com/en/private-wealth.html
  • Morgan Stanley
    Global Fiduciary Officer - Institutional & Family Office / Consulting Services Group
    Morgan Stanley Sep 1986 - Jan 1989
    New York, Ny, Us
    Executive Vice President and International Director; supporting thousands of advisors around North America and Europe with institutional investment management Consulting Services Group. Subject matter expert on fiduciary practice management programs. Pioneer in developing fee based TAMP-Turnkey Asset Management Platforms. Trained over 10,000 professional fiduciaries.
  • Ef Hutton
    National Sales Developer, Practice Management Coach & Recruiter
    Ef Hutton Sep 1983 - Aug 1986
    New York, Ny, Us
    Developed comprehensive wealth management Training and Practice Management Programs for over 5,000 financial advisors and over 300 branch managers. Co-developed elite wealth advisory academy. Executive Producer of firms most successful incentive program.Developed firmwide training programs for Trust Services, Institutional Consulting Services Group, Retirement and Financial Planning Divisions. Recruiting Director for MBA fast track management.
  • Ef Hutton
    Wealth & Estate Advisor Certified Portfolio Manager
    Ef Hutton Sep 1981 - Aug 1983
    New York, Ny, Us
    Built and managed a comprehensive financial planning and wealth management practice.Relocated to NYC to work on Wall Street, as one of the youngest advisors, ever to be selected into Hutton's fast tracked management programs. Youngest Certified Hutton Portfolio Manager (HPM).

Marty Jensen Atfa / Tep Skills

Wealth Management Investments Mutual Funds Alternative Investments Asset Management Financial Services Investment Advisory Portfolio Management Strategic Planning Investment Management Separately Managed Accounts Financial Planning Asset Allocation Retirement Planning Asset Managment Investment Strategies Estate Planning Insurance Business Development High Net Worth Individuals Risk Management Private Equity Asset Protection Mergers And Acquisitions International Wealth Leadership Hedge Funds Venture Philanthropy Strategic Corporate Philanthropy Stewardship Family Office Offshore Investments Merchant Banking Board Governance Virtual Family Offices Multi Family Offices Trusteeship Trust Services Protectorate Private Foundations Entertainment Industry Private Banking Strategic Partnerships Fiduciary Services Impact Investing Socially Responsible Investing Practice Management Global Cross Functional Team Leadership Interdisciplinary Collaboration Mental Health Advocacy

Marty Jensen Atfa / Tep Education Details

  • University Of Nebraska-Lincoln
    University Of Nebraska-Lincoln
    Business Administration-Finance /Marketing
  • Campbell University
    Campbell University
    Accredited Trust & Fiduciary Advisor

Frequently Asked Questions about Marty Jensen Atfa / Tep

What company does Marty Jensen Atfa / Tep work for?

Marty Jensen Atfa / Tep works for Https://pledgeaportion.org/

What is Marty Jensen Atfa / Tep's role at the current company?

Marty Jensen Atfa / Tep's current role is Philanthropic Venture Studios and Wealth, Estate and Legacy Stewardship.

What is Marty Jensen Atfa / Tep's email address?

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What schools did Marty Jensen Atfa / Tep attend?

Marty Jensen Atfa / Tep attended University Of Nebraska-Lincoln, Campbell University.

What skills is Marty Jensen Atfa / Tep known for?

Marty Jensen Atfa / Tep has skills like Wealth Management, Investments, Mutual Funds, Alternative Investments, Asset Management, Financial Services, Investment Advisory, Portfolio Management, Strategic Planning, Investment Management, Separately Managed Accounts, Financial Planning.

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