Rocky Gandy

Rocky Gandy Email and Phone Number

Managing Shareholder @ Isthmus Capital, LLC
Houston, TX, US
Rocky Gandy's Location
Houston, Texas, United States, United States
Rocky Gandy's Contact Details

Rocky Gandy personal email

n/a
About Rocky Gandy

We specialize in Executive Benefits and Wealth Management strategies, including advanced market life insurance concepts/transactions, consulting and investment advisory intermediary services bridging the capital markets and the ultra affluent consumer and their advisers.Our efforts typically result in the implementation of a progressive financial strategy appropriate for individual clients as well as their privately held entities to resolve an estate, business succession or wealth management concern. Specialties: Business Succession/Estate Planning Strategist for the well established family owned business. Well versed in complex lending, income and estate tax advantaged strategies (personal and corporate) as well as best in class financial products and strategies (Life, Health, Disability, Annuities and Long Term Care products as well as an intermediary consulting agent for Premium Finance Transactions).

Rocky Gandy's Current Company Details
Isthmus Capital, LLC

Isthmus Capital, Llc

View
Managing Shareholder
Houston, TX, US
Website:
inmobiz.com
Employees:
2
Rocky Gandy Work Experience Details
  • Isthmus Capital, Llc
    Managing Shareholder
    Isthmus Capital, Llc
    Houston, Tx, Us
    View
  • Post Oak Financial, Llc
    Investment Adviser; Chief Compliance Officer; Managing Member
    Post Oak Financial, Llc Jan 2012 - Present
    Houston, Texas Area
  • Isthmus Capital, Llc
    Managing Shareholder
    Isthmus Capital, Llc Jan 2007 - Present
    View
  • Gracie Point Holdings, Llc
    Consultant; Premium Finance Loan Origination
    Gracie Point Holdings, Llc Dec 2017 - Dec 2019
    Greater New York City Area
  • Inscap Management, Llc - Nyc
    Partner
    Inscap Management, Llc - Nyc Jun 2004 - Dec 2006
    View
  • Post Oak Financial, Llc
    Managing Shareholder
    Post Oak Financial, Llc May 2003 - May 2004
    Houston, Texas Area
  • Ing Life Group
    Regional Sales V.P.
    Ing Life Group Nov 2000 - Apr 2003
    View

Rocky Gandy Skills

Estate Planning Development Financial Advisory Financial Planners Insurance Retirement Planning Financial Planning Wealth Management Services Investments Negotiation Finance Investment Advisory Strategy Financial Services Wealth Management Life Insurance Business Planning Strategic Financial Planning Client Development Wealth Term Life Insurance Loans Employee Benefits Securities

Rocky Gandy Education Details

Frequently Asked Questions about Rocky Gandy

What company does Rocky Gandy work for?

Rocky Gandy works for Isthmus Capital, Llc

What is Rocky Gandy's role at the current company?

Rocky Gandy's current role is Managing Shareholder.

What is Rocky Gandy's email address?

Rocky Gandy's email address is ro****@****tal.com

What schools did Rocky Gandy attend?

Rocky Gandy attended Northwestern State University.

What skills is Rocky Gandy known for?

Rocky Gandy has skills like Estate Planning, Development, Financial Advisory, Financial Planners, Insurance, Retirement Planning, Financial Planning, Wealth Management Services, Investments, Negotiation, Finance, Investment Advisory.

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