Requests
12
Keep in touch with meI'm using Intch to connect with new people. Use this link to open chat with me via Intch app
Network Power<100 people
Roles
💰100%
Investor & VC
✔️50%
IT
Geos
🇳🇱50%
Netherlands
🇸🇮50%
Slovenia
Work Background
SelfFinancial Planner
Jul. 2016 - Jul. 2017Bozeman, Montana
Klein Capital Planning and ConsultingCertified Financial Planner
May. 2016Bozeman
Stifel Financial Corp.Financial Advisor - Stifel
Jul. 2009 - May. 2016Bozeman, Montana, United StatesWorked with a team of advisors managing $450mm AUM. My primary role was to create financial plans, execute the plan, and monitor the plans progress based on the clients risk management, time frame, and goals.
Commerce One FinancialSenior Investment Advisor
Aug. 2004 - Jun. 2008Westbury, New York, United StatesGrew a book of clients through knowledgeable advise and executed financial recommendations.
Intch is a Professional Networking App for the Future of WorkSee more people like Justin on Intch
300k+ people
130+ countries
AI matching
Get Intch if you'd like to
738438 people
16
Senior Pricing Analyst @ Saia Inc.
19
Teacher @ CFISD
15
Owner @ West Volusia Bookkeeping and Tax
118152 people
32
Senior Sales Manager @ Experior Financial Group
17
Creative Director/Owner @ Plaid Pony Design
16
Independent Contractor