Richard P. Loesing Jd, Cfp® Email and Phone Number
Richard P. Loesing Jd, Cfp® work email
- Valid
Richard P. Loesing Jd, Cfp® personal email
- Valid
As a licensed attorney, CFP®, and business professional with nearly 10 years of experience in sales and development, I have unique skillset that combines effective communication, analytical thinking, strong relationship management, and superior problem-solving abilities. Whether it's working with C-Suite executives, mid-level management, or blue-collar individuals, I am called on to identify and fix problems, take advantage of strategic opportunities, and continue to build upon an client's strengths to meet their goals and objectives. I'm always looking to build my network and explore exciting opportunities!
Napa Institute
View- Website:
- napa-institute.org
- Employees:
- 2
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Director Of Mission AdvancementNapa InstituteLos Angeles, Ca, Us
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Director Of Mission AdvancementNapa Institute Dec 2023 - PresentGreater Los Angeles, California, United States -
L.A. Program CoordinatorLeonine Forum Aug 2022 - PresentGreater Los Angeles, California, United States -
PrincipalRpl Consulting Sep 2016 - PresentGreater Los Angeles Area• Performed comprehensive financial, legal, and business consulting for individual and corporate clients.• Provided strategic tax and accumulation recommendations to high-level professionals, including attorneys, physicians, accountants, and athletes.• Organized and executed entire sales cycle from lead prospecting to close of sale and annual client reviews.
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Vp Of AdvancementUsc Caruso Catholic Center Oct 2022 - Nov 2023Los Angeles, California, United States -
Corporate Development ManagerMovember Feb 2019 - Sep 2022Greater Los Angeles Area -
Head Of Major Gifts (Us)Movember Foundation Feb 2018 - Feb 2019Culver City, Ca
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Development ManagerMovember Foundation Jun 2017 - Feb 2018Culver City, Ca
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Financial ConsultantCapstone Partners Financial And Insurance Services May 2014 - Oct 2016Los Angeles, Ca• Built portfolio with over 75 new clients and $10M+ assets under management.• Prospected leads and completed sales of financial and insurance products to meet client needs. -
Financial ConsultantAxa Advisors Feb 2013 - Apr 2014Los Angeles, Ca• Implemented holistic financial planning, tax strategies, and risk management tools for all valued clients. -
Athlete Marketing InternBeverly Hills Sports Council May 2011 - Aug 2011Beverly Hills, Ca• Reviewed and edited marketing contracts for Major League Baseball clients. • Researched legal procedures and completed documentation per clients’ requests. • Solicited and progressed marketing and endorsement deals for clients. -
Legal ExternUnited States District Court, Southern District Of Ohio Jun 2010 - Aug 2010Cincinnati, OhExtern to the Honorable Herman J. Weber, Senior Judge • Reviewed Magistrate recommendations and prepared memoranda of legal authorities for Judge Weber regarding proposed recommendations. • Conducted legal research and drafted judicial orders pertaining to pending motions to dismiss. • Attended hearings and conferred with Judge Weber regarding party arguments and resolution of legal issues. • Reviewed and analyzed probation officers' sentencing recommendations for defendants convicted of federal crimes.
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Litigation Project AssistantFrost Brown Todd Jul 2008 - Jul 2009Cincinnati, Oh• Attended and summarized third-party trial proceedings to evaluate testimony and legal arguments.• Reviewed documents for attorney and work-product privilege.• Identified key documents to use in product liability case depositions.• Organized, updated and indexed pleadings and correspondence.
Richard P. Loesing Jd, Cfp® Skills
Richard P. Loesing Jd, Cfp® Education Details
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Juris Doctor -
Finance (Theology Minor)
Frequently Asked Questions about Richard P. Loesing Jd, Cfp®
What company does Richard P. Loesing Jd, Cfp® work for?
Richard P. Loesing Jd, Cfp® works for Napa Institute
What is Richard P. Loesing Jd, Cfp®'s role at the current company?
Richard P. Loesing Jd, Cfp®'s current role is Director of Mission Advancement.
What is Richard P. Loesing Jd, Cfp®'s email address?
Richard P. Loesing Jd, Cfp®'s email address is ri****@****ber.com
What schools did Richard P. Loesing Jd, Cfp® attend?
Richard P. Loesing Jd, Cfp® attended Pepperdine University School Of Law, University Of Notre Dame, St. Xavier High School.
What skills is Richard P. Loesing Jd, Cfp® known for?
Richard P. Loesing Jd, Cfp® has skills like Risk Management, Wealth Management, Retirement Planning, Mutual Funds, Life Insurance, Succession Planning, Bonds, Annuities, Disability And Long Term Care Insurance, Individual Retirement Planning, Equity Investments, Fixed Income Investments.
Who are Richard P. Loesing Jd, Cfp®'s colleagues?
Richard P. Loesing Jd, Cfp®'s colleagues are Mark Rohlena, Mary Baggott, John Greene, Genevieve Pride, Clare O'reilly, Justo Oppus.
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