Resumes
Resumes
Principal
View pageLocation:
Palm Beach, FL
Industry:
Financial Services
Work:
Fleschner Investments
Principal
Fleet Bank Jan 2002 - Jan 2004
Financial Planner and Advisor
Prudential Financial Jan 2000 - Jan 2002
Financial Planner and Advisor
David Lerner Associates, Inc. Jan 1999 - Jan 2000
Investment Counselor
Publishing Entrepreneurfleschner Publishing Company Jan 1973 - Jan 1998
President and Owner
Principal
Fleet Bank Jan 2002 - Jan 2004
Financial Planner and Advisor
Prudential Financial Jan 2000 - Jan 2002
Financial Planner and Advisor
David Lerner Associates, Inc. Jan 1999 - Jan 2000
Investment Counselor
Publishing Entrepreneurfleschner Publishing Company Jan 1973 - Jan 1998
President and Owner
Education:
Harvard Business School 1965 - 1967
Master of Business Administration, Masters, Finance Harvard University 1960 - 1964
Bachelors, Bachelor of Arts, Literature, History George School
Harvard College
Master of Business Administration, Masters, Finance Harvard University 1960 - 1964
Bachelors, Bachelor of Arts, Literature, History George School
Harvard College
Skills:
Retirement Planning
Hi Income Investing
Long Term Growth
Mutual Funds
Investments
Asset Allocation
Strategic Financial Planning
Series 7
Equities
Retirement
Fixed Income
Hedge Funds
Fixed Annuities
Bonds
Insurance
Financial Services
Finance
High Net Worth Individuals
Financial Modeling
Securities
Alternative Investments
Funding
Financial Planners
Investment Strategies
Wealth Management
Series 63
Due Diligence
Hi Income Investing
Long Term Growth
Mutual Funds
Investments
Asset Allocation
Strategic Financial Planning
Series 7
Equities
Retirement
Fixed Income
Hedge Funds
Fixed Annuities
Bonds
Insurance
Financial Services
Finance
High Net Worth Individuals
Financial Modeling
Securities
Alternative Investments
Funding
Financial Planners
Investment Strategies
Wealth Management
Series 63
Due Diligence
Languages:
French