Ali Mozaffar is a high-level professional, who works in Perleo Capital Management on the position of Ceo, Cio, Wealth Advisor from 2020. Ali Mozaffar has earned professional experience in more than seven positions at different companies. Ali Mozaffar went to the University of Maryland - Robert H. Smith School of Business and was studying there to 2019. Ali has these qualifications: Series 7, 63, 65. Gaithersburg, Maryland is the city, where the professional was known to be located. Their phone number and email can be accessed through SoftwareOfficial by request.
Name variants:
Alexandra Mozaffar,
Alice Mozaffar,
Alison Mozaffar
Last updated Jun 01, 2024
Contact Information
Last Update
Jul 7, 2022
Email
al**@yahoo.com
Location
Gaithersburg, MD
Company
Perleo Capital Management
Workplace
Ceo, Cio, Wealth Advisor
Work History
Vice President - Senior Financial Advisor
1680 Capital One Dr, Mclean, VA 22102
Portfolio analysis, investment management, tax strategies, estate and trust planning, Corporate investment planning, investment policy, merger and acquisition valuation and financing
2015 — 2018
Vice President Financial Advisor
3030 Harbor Ln north SUITE 140, Minneapolis, MN 55447
from 2018
Vice President - Regional Private Banker
420 Montgomery St, San Francisco, CA 94129
Advised HNW clients, corporations and non-profits
provided strategic planning on customized credit/lending, investment and insurance
Helped clients raise funds for acquisitions
2013 — 2014
Premier Relationship Manager, Assistant Vice President
Specialized in international banking and wealth management for HNW clients, internationally assigned executives, corporations and non-profit entities
2012 — 2013
Financial Advisor and Registered Investment Advisor
P/O Box 2387, Fort Worth, TX
Advised military and government officials on financial planning - Specialized in cash flow, risk management and future forecasting by analyzing macro and micro economic trends
2008 — 2012
Education
Occupations
Executive
Chief Executive Officer
Chief Information Officer
Advisor
Accountant
Finance and Accounting Specialist
Vice President
Financial Broker
Financial Consultant
Corporate Executive
Chief Executive
Technology Director
Technical Managers
Accounting Bookkeeper
Bookkeeper
Financial Services Professional
Financial Services Sales Agent
Skills
Investments
Strategic Financial Planning
Finance
Risk Management
Wealth Management
Insurance
Banking
Mortgage Lending
Investment Strategies
Small Business
401K
Series 63
Employee Benefits
Wealth
Financial Planning
Mutual Funds
Tax
Life Insurance
Budgets
Capital Markets
Business Valuation
Pensions
Estate Planning
Retirement
Disability Insurance
Project Finance
Negotiation
Retirement Planning
Iras
College Savings Plans
FAQs about Ali Mozaffar
What's the main profession of Ali Mozaffar?
The expert is a Ceo, Cio, Wealth Advisor.
What jobs is Ali proficient at at?
Ali Mozaffar is a professional such jobs as Executive and Chief Executive Officer.
Where does Ali Mozaffar live?
The expert currently lives in Gaithersburg, Maryland.
Does Ali have the email address?
al**@yahoo.com is The professional's email address.
Where did Ali Mozaffar work?
The professional worked at Perleo Capital Management, Capital One.
What education does Ali Mozaffar have?
Ali studied at the University of Maryland - Robert H. Smith School of Business to 2019.
Are there any certifications, that Ali Mozaffar has?
Ali received the following certifications: Series 7, 63, 65.
What languages does Ali Mozaffar speak?
Ali Mozaffar speaks English, Persian, and French.