Barry Fine Email & Phone Number
Vice President, Wealth Management
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Barry Fine Location
- New York, NY, US
Barry Fine Work
- 2016 -now Vice President, Wealth Management @ NYS Municipal Credit Union
- 2015 -2016 Private Bank Wealth Planning Strategist @
- 2012 -2015 Business and Construction Executive @
- 2012 -2013 Senior Financial Advisor @
- 2010 -2012 Citigold Manager @
- 2005 -2010 Executive Vice President, Geometry Financial Partners, LLC @ Geometry Group, LLC/FINEX
- 2005 -2006 Director of Financial Planning @
- 1995 -2005 Senior Partner @ B&F Home Inprovements
- 1999 -2005 Director of Financial Planning - Eagle Strategies Corp, Inc. @
Barry Fine Education
- fi360
(Retirement Plans)
2009-2010 - Long Island University, C.W. Post Campus
Certificate Awarded (Financial Planner Program)
1999-2001 - Columbia University - Columbia Business School
MBA (Finance)
1990-1992 - School of General Studies, Columbia College
BA (Economics)
Barry Fine Skills
- Mutual Funds
- Investments
- Asset Managment
- Wealth Management
- Asset Allocation
- Risk Management
- Strategic Financial Planning
- Private Equity
- Asset Management
- Structured Settlement Advisor for Special Needs Cases, Advanced Tax Strategies
- Structured Settlements
- Investment Banking
- Finance
- Retirement Planning
- Financial Advisory
- Captive Insurance Company
- Management
- CFO Business Consulting Services - Credit, Lending, Debt
- Insurance
- Retirement
- Investment Advisory
- Investment Management
- Financial Planners
- High Net Worth Individuals
- Financial Services
- Pensions
- Banking
- Small Business
- Wealth
- Strategy
- Employee Benefits
- Tax
- Management Consulting
- Business Planning
- Securities
- Portfolio Management
- Credit
- Series 7
- Mergers & Acquisitions
- Alternative Investments
- Entrepreneurship
- Due Diligence
- Investment Strategies
- Hedge Funds
- Equities
- Executive Management
- Series 63
- Financial Modeling
- Loans
- 401k
- Leadership
- Digital Painting
- Pen And Ink Drawing
- Planning
- Art
- Advanced Tax Strategies
- Debt
- Moving
- Warehousing
- Contemporary Art
- Self Sevice Storage
- Visual Arts
- Lending
- Portraits
- Microsoft Office
- Illustration
- Marketing
- Structured Settlement Advisor For Special Needs Cases
- Paint
- Project Planning
- Drawing
- Oil Painting
- Museums
- Private Banking
- Cfo Business Consulting Services
- Capital
- Mergers and Acquisitions
- Portrait Painting
- Painting
- Boxes
Barry Fine Summary
- Barry Fine, based in New York, NY, US, is currently a Vice President, Wealth Management at NYS Municipal Credit Union. Barry Fine brings experience from previous roles at Capital One Wealth and Asset Management Private Bank, FINEX Wealth Management and Empire Projects, Inc., Marks Paneth & Shron LLP/HKFS and Citi. Barry Fine holds a 2009 - 2010 fi360. With a robust skill set that includes Mutual Funds, Investments, Asset Managment, Wealth Management, Asset Allocation and more. Barry Fine has 5 emails on RocketReach.
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