Bobby Cfbs Email & Phone Number
CEO and Founder, Wealth Manager @ Green Ridge Wealth Planning
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Bobby Cfbs Location
- New York, NY, US
Bobby Cfbs Work
- 2014 -now CEO and Founder, Wealth Manager @
- 2026 -now Founder @
- 2026 -now Author @ Unchained: The Raw Truth About Family Business, Entrepreneurship and Life Balanc
- 2024 -now Host @
- 2003 -now CEO, Franchisee @
- 2011 -2014 Financial Planner @ Emerald Financial
- 2001 -2002 Financial Analyst @
- 2000 -2001 Consultant @ Extraprise Consulting
Bobby Cfbs Education
- New Jersey Real Estate License
NJRE (Real Estate)
2003-2003 - Lehigh University - College of Business and Economics
BS Finance BS Marketing (ATO Fraternity, Lambda Mu Sigma Marketing Honors)
1996-2000
Bobby Cfbs Skills
- Strategy
- Management
- Leadership
- Sales
- Marketing Strategy
- Strategic Planning
- Business Development
- Marketing
- Entrepreneurship
- Finance
- Budgets
- Negotiation
- Sales Management
- Analysis
- Social Media
- Retail
- Business Planning
- Business
- Running
- New Business Development
Bobby Cfbs Summary
- Bobby Cfbs, based in New York, NY, US, is currently a CEO and Founder, Wealth Manager at Green Ridge Wealth Planning. Bobby Cfbs brings experience from previous roles at Exit Ready Institute, Unchained: The Raw Truth About Family Business, Entrepreneurship and Life Balanc, Business Unchained and Mascia Capital Group. Bobby Cfbs holds a 2003 - 2003 NJRE in Real Estate @ New Jersey Real Estate License. With a robust skill set that includes Strategy, Management, Leadership, Sales, Marketing Strategy and more. Bobby Cfbs has 4 emails and 3 mobile phone numbers on RocketReach.
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Top Green Ridge Wealth Planning Employees
Wendy Deer
Chief Compliance Officer
West Orange, NJ, US
Jordan Kaufman
Chief Investment Officer, Partner, Advisor
Ridgewood, NJ, US
Bobby Cfbs
CEO and Founder, Wealth Manager
New York, NY, US
Helena Mattioli
Client Relations Assistant
Hopatcong, NJ, US
Robert Hilsdorf
Marketing Coordinator
Midland Park, NJ, US
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