René Páez

René Páez Email and Phone Number

Wealth Advisor @ Prosperity - An EisnerAmper Company
West Palm Beach, FL, US
René Páez's Location
West Palm Beach, Florida, United States, United States
René Páez's Contact Details

René Páez personal email

n/a

René Páez phone numbers

About René Páez

WHAT WE DO: We provide independent, fee-only, Wealth Management services specializing in Financial Planning, Multi-Family Office Administration, Investment Management & Aggregate Reporting, Tax & Estate Planning, and Inter-Generational Family Alignment. As Family CFO, we advocate for families by standing in the gap between them and their advisors and in doing so prioritize their values, purpose and multi-generational mission.Securities offered through DAI Securities, LLC, Member FINRA/SIPC.Advisory Services offered through Prosperity – An EisnerAmper Company.Prosperity – An EisnerAmper Company is not affiliated with DAI Securities, LLC.Prosperity - An EisnerAmper Company does not approve or endorse any third-party communications posted on LinkedIn, or any other social media, nor does it encourage any such parties to post on its behalf.

René Páez's Current Company Details
Prosperity - An EisnerAmper Company

Prosperity - An Eisneramper Company

View
Wealth Advisor
West Palm Beach, FL, US
Website:
prosperityea.com
Employees:
49
René Páez Work Experience Details
  • Prosperity - An Eisneramper Company
    Wealth Advisor
    Prosperity - An Eisneramper Company
    West Palm Beach, Fl, Us
    View
  • Palm Beach Atlantic University
    Adjunct Professor Of Finance And Entrepreneurship And Global Management
    Palm Beach Atlantic University
    West Palm Beach, Fl, Us
    View
  • Prosperity - An Eisneramper Company
    Wealth Advisor
    Prosperity - An Eisneramper Company Feb 2024 - Present
    Owings Mills, Maryland, Us
    View
  • Palm Beach Atlantic University
    Adjunct Professor Of Finance & Entrepreneurship & Global Management
    Palm Beach Atlantic University Oct 2013 - Present
    West Palm Beach, Florida, Us
    Finance & International Business Professor at Palm Beach Atlantic University
    View
  • Eisneramper Wealth Management Corporate Benefits Llc
    Wealth Advisor
    Eisneramper Wealth Management Corporate Benefits Llc Mar 2023 - Feb 2024
    At EisnerAmper Wealth Management & Corporate Benefits, our mission is to help clients navigate the risks and opportunities of a fulfilling financial life. Our team of collaborative and experienced specialists seek to inspire confidence through a clear, educational, and continually evolving process, one built for each phase of the families and businesses we serve.
    View
  • Raymond James
    Financial Advisor
    Raymond James Feb 2021 - Feb 2023
    St. Petersburg, Florida, Us
    With over a decade of private banking experience in both Switzerland and the USA, I provide virtual family-office services to families who are intentional about impacting this generation and the next with a lasting legacy.
    View
  • Mindedge Learning
    Director Of University Partnerships
    Mindedge Learning Aug 2019 - Feb 2021
    Waltham, Ma, Us
    View
  • High Impact Legacy Group
    Chief Legacy Officer
    High Impact Legacy Group Jan 2019 - Feb 2021
    We ask three simple questions: If you died today, how will you be remembered? Is that how you want to be remembered? If not, what are you going to do about it?With the advent of the greatest transfer of wealth in history from one generation to the next, we create and implement a strategy for those wanting to maximize the impact of their lives and that of succeeding generations. Done well, this can unite families around a common cause and also increase the impact of philanthropic efforts for generations to come.
  • Rmp Global Consulting Llc
    Business Development Consultant
    Rmp Global Consulting Llc Apr 2011 - Apr 2020
    - Accelerating client revenue growth by sourcing and developing new customer relationships.- Boosting client profitability by implementing cost reduction and revenue maximization strategies (Six Sigma).- Providing clients with access to multi-million-dollar financing sources to finance acquisitions and expansions.
  • Music Industry Educators
    Co-Founder & Chief Financial Officer
    Music Industry Educators May 2009 - Jan 2012
    Manage finances of company and assist in new business development.
  • Dhl Express International Americas
    Strategic Project Manager
    Dhl Express International Americas Jan 2008 - May 2009
    Bonn, De
    Roll out Six Sigma savings program throughout North & South America (ex-USA).
    View
  • Bessemer Trust
    Assistant Client Account Manager
    Bessemer Trust Mar 2005 - Feb 2007
    New York, New York, Us
    Manage wealth and needs of ultra-high net-worth clients.
    View
  • Ubs Financial Services, Inc.
    Financial Advisor
    Ubs Financial Services, Inc. Sep 2002 - Mar 2005
    Zurich, Ch
    New Business Development
    View
  • Abn Amro Bank Zurich
    Assistant Vice President
    Abn Amro Bank Zurich May 2002 - Aug 2002
    Amsterdam, Nl
    Advise clients on equity investments.
    View
  • Goldman, Sachs & Co. Bank
    Financial Analyst
    Goldman, Sachs & Co. Bank Jul 1999 - Dec 2001
    New York, New York, Us
    Manage wealth of ultra-high net-worth clients.
    View

René Páez Skills

Business Development Strategy Management New Business Development Strategic Planning Finance Leadership Financial Analysis Product Marketing Entrepreneurship Business Strategy Process Improvement Project Management Leadership Development Asset Management Asset Managment Crm Public Speaking Management Consulting Cross Functional Team Leadership Business Relationship Management Direct Sales Partner Management Strategic Partnerships Market Research E Learning Customer Service Sales Management Competitive Analysis Relationship Development Marketing Strategy Product Management E Commerce Business Process Improvement Client Relationship Building Program Management Business Planning Executive Management Relationship Cultivation Spanish German Customer Relationship Management Customer Relations E Learning Development Partner Relationship Management German Speaking Spanish Speaking Swiss German Speaking

René Páez Education Details

  • Northwestern University - Kellogg School Of Management
    Northwestern University - Kellogg School Of Management
    General Management
  • Messiah University
    Messiah University
    International Business

Frequently Asked Questions about René Páez

What company does René Páez work for?

René Páez works for Prosperity - An Eisneramper Company

What is René Páez's role at the current company?

René Páez's current role is Wealth Advisor.

What is René Páez's email address?

René Páez's email address is re****@****mes.com

What is René Páez's direct phone number?

René Páez's direct phone number is +130596*****

What schools did René Páez attend?

René Páez attended Northwestern University - Kellogg School Of Management, Messiah University.

What skills is René Páez known for?

René Páez has skills like Business Development, Strategy, Management, New Business Development, Strategic Planning, Finance, Leadership, Financial Analysis, Product Marketing, Entrepreneurship, Business Strategy, Process Improvement.

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