Brett Friedman Email & Phone Number
Chief Strategy and Growth Officer @ DeLeon and Stang CPAs and Advisors
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Brett Friedman Location
- Rockville, MD, US
Brett Friedman Work
- Managing Member @ (January 2023 - Present)
- Managing Member @ D&S Insurance Solutions (January 2023 - Present)
- Member Board of Directors @ Jewish Community Center of Greater Washingto (June 2016 - June 2019)
- Member Board of Directors @ (December 2015 - December 2021)
- Treasurer and Member Board of Directors @ (August 2013 - August 2017)
- Chief Strategy and Growth Officer @ (January 2006 - Present)
- Independent Insurance Representative @ Peak Insurance and Benefit Services, LLC (January 2006 - December 2022)
- Shareholder @ Peak Investment Advisors, Inc (January 2006 - December 2022)
Brett Friedman Education
- Georgetown University
Personal Financial Planning (Financial Planning)
2007-2008 - Towson University
BA (Business/Finance)
2001-2005 - Thomas S. Wootton High School 1998-2001
Brett Friedman Skills
- Strategic Financial Planning
- Retirement Planning
- Estate Planning
- Tax Preparation
- Investment Advisory
- Financial Planners
- Investments
- Financial Advisory
- IRAs
- Portfolio Management
- Employee Benefits
- Tax
- Certified Financial Planner
- Asset Allocation
- Securities
- Finance
- High Net Worth Individuals
- Investment Management
- Financial Planning
- Retirement
- Life Insurance
- Corporate Tax
- Insurance
- 401k
- Long-term Care
- Income Tax
- Business Tax Planning
- Estate Tax Planning
- Management
- Strategic Planning
- Leadership
- Marketing
- Customer Service
- Financial Analysis
- Project Management
- Graphic Design
- Microsoft Excel
- Training
- Long Term Care
Brett Friedman Summary
- Brett Friedman, based in Rockville, MD, US, is currently a Chief Strategy and Growth Officer at DeLeon and Stang CPAs and Advisors. Brett Friedman brings experience from previous roles at D&S Wealth Management Group, D&S Insurance Solutions, Jewish Community Center of Greater Washingto and Gaithersburg-Germantown Chamber of Commerce. Brett Friedman holds a 2007 - 2008 Personal Financial Planning in Financial Planning @ Georgetown University. With a robust skill set that includes Strategic Financial Planning, Retirement Planning, Estate Planning, Tax Preparation, Investment Advisory and more. Brett Friedman has 3 emails and 1 mobile phone numbers on RocketReach.
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Top DeLeon and Stang CPAs and Advisors Employees
Crystal Stewart
Tax Manager
Reston, VA, US
Steven Kurinsky
Tax and Business Services Partner
Gaithersburg, MD, US
Doug Carpenter
Tax Manager
Baltimore, MD, US
Bradly Hoffman
Managing Partner
Leesburg, VA, US
Danny Rossomondo
Tax Manager
Frederick, MD, US
Todd Hershey
Senior Accountant
Keedysville, MD, US
Cindy Ash
Tax Manager
Frederick, MD, US
Brett Friedman
Chief Growth Officer
North Potomac, Maryland, United States
Viviana Madronero
In Charge Accountant
Frederick, MD, US
Jim Burgess
Senior Accountant
Frederick, MD, US
Addie Blickenstaff
Audit Manager
Washington, DC, US
Michele Mills
Principal
Frederick, MD, US
Angela Miles
Senior Accountant
Hagerstown, MD, US
Ryan Crabbs
Partner
Frederick, MD, US
Maggie Sideras
Human Resource and Marketing Assistant
Frederick, MD, US
Cristina Delatorre
In-Charge Accountant
Washington, DC, US
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