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
Location
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

Credentials

  • Certified Divorce Financial Analyst (CDFA)
    Institute for Divorce Financial Analysts™
    Jul, 2021
    - Sep, 2024
  • Certified Financial Planner
    CFP Board
    May, 2016
    - Sep, 2024
  • Certified Public Accountant (CPA)
    American Institute of Certified Public Accountants
    Dec, 2014
    - Sep, 2024

Experience

  • Greenbush Financial Group, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Partner / Chief Compliance Officer at Greenbush Financial Group, LLC
      • Jan 2022 - Present

    • Lead Wealth Advisor
      • Jun 2021 - Jan 2022

    • Head of Financial Planning Division at Greenbush Financial Group, LLC
      • Jul 2019 - Jan 2022

    • Chief Operating Officer
      • 2017 - Jan 2022

    • Head of 401(k) Division, Financial Advisor
      • 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

  • Stein Fibers
    • United States
    • Textile Manufacturing
    • 1 - 100 Employee
    • Assistant Controller
      • Aug 2014 - Dec 2014
  • Wojeski & Company CPA's, P.C.
    • United States
    • Accounting
    • 1 - 100 Employee
    • Supervising Senior In-Charge
      • Sep 2009 - Jul 2014

Education

  • SUNY Geneseo
    BS, Accounting
    2005 - 2009
  • SUNY Geneseo
    Bachelor of Science (B.S.), Accounting
    2005 - 2009

Community

You need to have a working account to view this content. Click here to join now