Hussain Zaidi, CFP®
Founder & CEO at Budge, Inc.- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Gold Feature
Click to upgrade to our gold package
for the full feature experience.
Location
New York, New York, United States, US
Topline Score
Topline score feature will be out soon.
Bio
Generated by
Topline AI
You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now
Experience
-
Budge
-
United States
-
Financial Services
-
1 - 100 Employee
-
Founder & CEO
-
Mar 2022 - Present
-
-
-
Foundation for Financial Planning
-
United States
-
Financial Services
-
1 - 100 Employee
-
Board of Trustees
-
Jan 2023 - Present
-
-
-
Orion
-
United States
-
Financial Services
-
500 - 600 Employee
-
Chief Strategy Officer
-
Jun 2020 - Jan 2021
-
-
President - Financial Planning Solutions
-
Jul 2019 - Jun 2020
-
-
-
Advizr
-
United States
-
Financial Services
-
1 - 100 Employee
-
Co-Founder & CEO (Acquired by Orion Advisor Services)
-
Apr 2013 - Jul 2019
-
-
-
Citi
-
United States
-
Financial Services
-
700 & Above Employee
-
Vice President - Financial Advisor
-
Feb 2006 - Mar 2013
-
-
-
Ameriprise Financial Services, LLC
-
United States
-
Financial Services
-
700 & Above Employee
-
Financial Advisor
-
Feb 2002 - Feb 2006
-
-
Education
-
Columbia Business School
MBA, Management -
Rutgers University
BS, Finance
Community
You need to have a working account to view this content.
Click here to join now