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@bowery.org
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11 phones found area 631, 917, 516, 718, and 212
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Vaughn Weimer, Cfp is listed as Director at The Bowery Mission & Kids With A Promise, a company with 143 employees, based in Huntington Station, New York, United States. AeroLeads shows a work email signal at bowery.org, phone signal with area code 631, 917, 516, 718, 212, and a matched LinkedIn profile for Vaughn Weimer, Cfp.
Vaughn Weimer, Cfp previously worked as Independent Financial Adviser at Self-Employed and Acting Chief Financial Officer at William Vitacco Associates. Vaughn Weimer, Cfp holds Ba, English, Theatre from Villanova University.
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AeroLeads found 1 current-domain work email signal for Vaughn Weimer, Cfp. Compare company email patterns before reaching out.
Retained a core cadre of clients through a merger and 2 acquisitions by maintaining a client-first focus on relationships while endeavoring to deliver to planning clients a ten-fold value on the fees they pay in tax savings and efficiencies, identifying and incorporating “Best in Breed” investment and planning solutions to meet and exceed client goals and steadfastly adhering to the highest ethical standards of the industry. Specialties: Portfolio management with individual equities and fixed income securities:+ Devising and implementing investment policies,+ Crafting asset allocation strategies,+ Selecting specific securities tailored to achieve investment objectives,+ Monitoring portfolios to optimize after-tax results.Comprehensive financial planning and management for individuals and businesses+ Managing every aspect of clients’ financial lives and guiding them throughout the planning, execution and monitoring process to enable them to make well-informed financial decisions including: - how much to set aside for tuition, retirement, cash needs and legacy, - implementing tax reduction strategies, - analyzing risks and steps to take to mitigate them.Assisting entrepreneurs in enhancing profits and reducing risk:+ Identifying and implementing tax-reduction strategies,+ Upgrading financial controls,+ Assisting with corporate governance,+ Devising and implementing compensation and retirement plans to maximize after-tax returns. Provide leadership and experience to non-profit organizations:+ Assisting with cash management strategies,+ Implementing policies and procedures,+ Maintaining mission focus.
Listed skills include Investment Advisory, Investment Management, Finance, Retirement Planning, and 20 others.
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The goal of the Bowery Mission &Kids With a Promise is to be the most effective provider of compassionate care and life transformation for hurting people in New York City. Serve as:+ member of Finance and Audit Committee+ member of Ministry Operations Committee+ chair of the Investment Subcommittee
Long Island, New York
Leveraging nearly 30 years of experience in assisting individuals, families, entrepreneurs and the not-for-profit community in growing and stewarding wealth. Working with clients, most of whom were retained after becoming independent, to:+ assess existing vulnerabilities+ quantify impact of various decisions+ tailor investment portfolios to optimize.
Serving as the Acting CFO for this rapidly growing consulting firm. Assisting senior management in enhancing the profitability of this NYC-based, family-owned company.
Registered Investment Advisory firm.
Multi-generational, independent family office
Consulted with small businesses, especially in hiring, motivating and training employees.
Other employees you can reach at bowery.org. View company contacts for 143 employees →
Steven Maasbach
Colleague at The Bowery Mission & Kids With A PromiseNew York, New York, United States, United States
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Joe Rosa
Colleague at The Bowery Mission & Kids With A PromiseAguadilla, Puerto Rico, Puerto Rico
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Dr. Yvette King
Colleague at The Bowery Mission & Kids With A PromiseNew York, New York, United States, United States
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Julian Stephenson
Colleague at The Bowery Mission & Kids With A PromiseBronx, New York, United States, United States
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Hegel Barkley
Colleague at The Bowery Mission & Kids With A PromiseNew York, New York, United States, United States
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Katharine Kiesel
Colleague at The Bowery Mission & Kids With A PromiseNew York, New York, United States, United States
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Chaplain Aretha Clark, Msw, M.Div.
Colleague at The Bowery Mission & Kids With A PromiseBronx, New York, United States, United States
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Jessica Quiroa
Colleague at The Bowery Mission & Kids With A PromiseNew York City Metropolitan Area, United States
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Elvon Reed
Colleague at The Bowery Mission & Kids With A PromiseNew York, New York, United States, United States
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Josam Bwalya
Colleague at The Bowery Mission & Kids With A PromiseNew York, New York, United States, United States
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Activities and Societies: Varsity Lacrosse, Graduate Assistant in the Theatre Department; Elected to Phi Kappa Phi honor fraternityWrote.
Quick answers generated from the profile data available on this page.
Vaughn Weimer, Cfp works for The Bowery Mission & Kids With A Promise.
Vaughn Weimer, Cfp is listed as Director at The Bowery Mission & Kids With A Promise.
AeroLeads has found 1 work email signal at @bowery.org for Vaughn Weimer, Cfp at The Bowery Mission & Kids With A Promise.
AeroLeads has found 11 phone signal(s) with area code 631, 917, 516, 718, 212 for Vaughn Weimer, Cfp at The Bowery Mission & Kids With A Promise.
Vaughn Weimer, Cfp is based in Huntington Station, New York, United States while working with The Bowery Mission & Kids With A Promise.
Vaughn Weimer, Cfp has worked for The Bowery Mission & Kids With A Promise, Self-Employed, William Vitacco Associates, Boston Private Wealth Llc, and Banyan Partners.
Vaughn Weimer, Cfp's colleagues at The Bowery Mission & Kids With A Promise include Steven Maasbach, Joe Rosa, Dr. Yvette King, Julian Stephenson, and Hegel Barkley.
You can use AeroLeads to view verified contact signals for Vaughn Weimer, Cfp at The Bowery Mission & Kids With A Promise, including work email, phone, and LinkedIn data when available.
Vaughn Weimer, Cfp holds Ba, English, Theatre from Villanova University.
Vaughn Weimer, Cfp is listed with skills including Investment Advisory, Investment Management, Finance, Retirement Planning, Management, Small Business, Certified Financial Planner, and Leadership.
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