Billy Stern
the Avanti Group, Llc @Groundfloor Finance
Boise, ID, US
EMAILS
MOBILE NUMBERS
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WORK HISTORY
Present
the Avanti Group, Llc @Groundfloor Finance
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EDUCATION
N/A
Texas A&M University
Bachelor of Business Administration - BBA, Finance
SKILLS
FoundationsFinancial AnalysisWealth Preservation StrategiesInvestmentsTrustsRolloversStrategic Financial PlanningBusiness AnalysisPrivate FoundationsBusiness Process ImprovementCapital MarketsTrust ManagementLiquid AlternativesHigh Net Worth IndividualsInvestment AdvisoryBusiness PlanningOperations Management401k RolloversFinancial AdvisoryIra'sStrategic AdvisoryRegistered Investment AdvisorPrivate Wealth ManagementComprehensive Wealth ManagementStrategic LeadershipTradingWealth Management ServicesFinancial ManagementEtfsIra RolloversWealth Transfer PlanningBusiness StrategyAsset ManagementClient FocusedManagementAnalytical ReasoningRiaCharitable TrustsCharitable GivingUltra High Net Worth Individuals
ABOUT BILLY STERN
Dynamic team player focused on the success of the customer. Natural relationship…
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