Lior Ofek's Location
Herzliya, IL
Lior Ofek's Work
- Co-Founder, Partner and wealth manager UHNWI @ Quartet wealth management
- member of the journey @ Nirim Foundation
- Partner @ The Service Wealth Management
- Financial Planner CFP® @ The Service Wealth Management
- Chairman of the airportcity chamber @ BNI Foundation
- Proffesional administrator-new pension funds @ Psagot Investment House
- Sales manager - pension products distributors @ Psagot Investment House
- Business Unit Manager @ Mivatch simon insurance agency
Lior Ofek's Education
- The college of Management- Academic Studies
Master of Business Administration (M.B.A.) (information systems)
2000 - 2003 - Harvard University
Program of negotiation
2019 - 2019 - The college for Academic Insurance Studies - Israel
Bachelor's Degree (insurance)
1996 - 1999
Lior Ofek's Skills
- Wealth Preservation Planning
- Financial Analysis
- Team Oriented
- Finance
- Securities
- Certified Financial Planner
- Financial Planners
- Immediate Appliance of Tasks and Changes
- Business Development
- Multi Generational Wealth Transfer
Lior Ofek's Summary
Lior Ofek, based in Herzliya, IL, is currently a Co-Founder, Partner and wealth manager UHNWI at Quartet wealth management, bringing experience from previous roles at Nirim, The Service Wealth Management and BNI Foundation. Lior Ofek holds a 2000 - 2003 Master of Business Administration (M.B.A.) in information systems @ The college of Management- Academic Studies. With a robust skill set that includes Wealth Preservation Planning, Financial Analysis, Team Oriented, Finance, Securities and more, Lior Ofek contributes valuable insights to the industry. Lior Ofek has 2 emails on RocketReach.
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