Gene Bishop
President at Northpoint Wealth Financial Services, LLC
- Role
- President at The Family Wealth Consortium, Llc
- Location
- Tulsa, OK, US
- LinkedIn followers
- 500 followers
About Gene Bishop
Providing comprehensive wealth management solutions by developing a collaborative…
Experience
President
The Family Wealth Consortium, Llc
Jan 2011 — Present
We are a unique collaboration of professionals dedicated to helping and supporting middle market businesses, corporate executives and professionals, their families, and non-profit organizations.
Education
Oklahoma City University
MBA, Finanace
1991 — 1993
University of Tulsa
BSBA, Management
1973 — 1977
Skills
- Budgeting
- Corporate Finance
- Investments
- Cash Flow
- Financial Services
- Strategic Planning
- Financial Planning
- Executive Management
- Problem Solving
- Consulting
- Business Planning
- Management
- Financial Reporting
- Management Consulting
- Banking
- Small Business
- Risk Management
- Mergers & Acquisitions
- Entrepreneurship
- Budgets
- Leadership Development
- Finance
- Financial Advisory
- Asset Management
- Non-Profits
- Business Development
- Wealth Management
- Strategic Financial Planning
- Fundraising
- Financial Analysis
- Estate Planning
- Financial Modeling
- Negotiation
- Retirement Planning
- Business Strategy
- Payroll
- Analysis
- Managerial Finance
- Accounting
- Due Diligence
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