Decision Makers
Special Assistant To The CEO
This person is responsible for choosing significant development path. E-mail: d****@fastmail.com, is available on SoftwareOfficial.
Co-Founder
Brian Marshall is responsible for choosing significant development path for Momentum Advanced Planning. E-mail: b****@thunderbird.com, is available on SoftwareOfficial.
Director Of Compliance
Edward Moody is in control of making important choices. E-mail: e****@hotmail.com, is available on SoftwareOfficial.
Company Details
Last Update
Jul 14, 2022
Location
55 W Monroe St SUITE 1650, Chicago, IL 60603
Industry
Financial Services
Specialties
Advanced Tax Strategies
Wealth Transfer
Succession / Retention
Asset Protection
Founded
2012
Number of Employee
11-50 employees
NAICS
611 - Educational Services
FAQs about decision-makers at Momentum Advanced Planning
Where is Momentum Advanced Planning`s office currently located?
The company Momentum Advanced Planning is registered in Chicago, Illinois.
What's the industry connected with Momentum Advanced Planning?
The main industry in which Momentum Advanced Planning operates is Financial Services.
What are the names of the main decision-makers in Momentum Advanced Planning?
The decision-makers of this company are Brian Marshall, David Lauer etc.
What are the specialties of the main decision-makers in Momentum Advanced Planning?
The professions of the company decision-makers are Special Assistant to the CEO or Co-Founder etc.
What are the specialties of Momentum Advanced Planning?
The special fields for Momentum Advanced Planning are Advanced Tax Strategies, Wealth Transfer, Succession / Retention, Asset Protection, and Charitable Giving Strategies