Robert Mangold, CPA, CFP®, CDFA®
Partner / Chief Compliance Officer at Greenbush Financial Group, LLC at Greenbush Financial Group, LLC- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
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Credentials
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Certified Divorce Financial Analyst (CDFA)
Institute for Divorce Financial Analysts™Jul, 2021- Nov, 2024 -
Certified Financial Planner
CFP BoardMay, 2016- Nov, 2024 -
Certified Public Accountant (CPA)
American Institute of Certified Public AccountantsDec, 2014- Nov, 2024
Experience
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Greenbush Financial Group, LLC
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United States
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Financial Services
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1 - 100 Employee
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Partner / Chief Compliance Officer at Greenbush Financial Group, LLC
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Jan 2022 - Present
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Lead Wealth Advisor
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Jun 2021 - Jan 2022
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Head of Financial Planning Division at Greenbush Financial Group, LLC
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Jul 2019 - Jan 2022
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Chief Operating Officer
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2017 - Jan 2022
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Head of 401(k) Division, Financial Advisor
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Jan 2015 - Jan 2022
Greenbush Financial Group, LLC is an independent registered investment advisory firm based out of East Greenbush, NY. The firm was established in January 2000 and provides the following services to its clients:- Employer sponsored retirement plans- Financial planning- Investment management
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Stein Fibers, LLC
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United States
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Textile Manufacturing
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1 - 100 Employee
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Assistant Controller
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Aug 2014 - Dec 2014
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Supervising Senior In-Charge
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Sep 2009 - Jul 2014
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Education
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2005 - 2009
SUNY Geneseo
BS, Accounting -
2005 - 2009
SUNY Geneseo
Bachelor of Science (B.S.), Accounting
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