Since 2006, Felipe Luna has been working in CONCERT Global situated None, None. Felipe Luna is a competent CEO with over 11 years of work experience. According to Felipe's resume and work profile, this expert has worked at more than four places with diverse backgrounds and got different skills. Felipe attended school at the United States Naval Academy from 1984 to 1989. Felipe can be found in San Francisco, California – where this expert is currently located. You can search for their e-mail and phone. We can also provide you additional contact information upon request.
Name variants:
Leno Luna
Last updated May 14, 2024
Contact Information
Last Update
Jul 6, 2022
Email
fe**@concertglobal.com
Location
San Francisco, CA
Company
Workplace
Colleagues
Work History
CEO
Silicon Valley, California
CONCERT Global Group is a hybrid financial services firm specializing in assisting successful Financial Advisors transition to independence, manage their independent practices more efficient...
from Sep 2006
Corporate Vice President, Corporate Services
Responsible for business development of new corporate services business and wealth management.
Dec 2002 — Sep 2005
Vice President, Corporate Services
Responsible for founding and operation of a unique office specializing in company stock option plans and the employee participants of those plans.
Jun 1998 — Dec 2002
Sales Manager
Recruiting , sales and training leadership for Financial Advisors.
1994 — Jun 1998
Education
1984 — 1989
1981 — 1984
Occupations
Executive
Chief Executive Officer
Accountant
Finance and Accounting Specialist
Advisor
IT Professional
Information Technology Specialist
Vice President
Corporate Executive
Chief Executive
Accounting Bookkeeper
Bookkeeper
IT Specialist
Skills
Asset Managment
Corporate Development
Operations Management
Business Process Improvement
Executive Pay
Managing Accounts
Wealth Management
Investment Advisory
Finance
Succession Planning
Investments
Asset Allocation
Asset Management
Executive Management
Wealth Management Services
Financial Services
Mergers and Acquisitions
Portfolio Management
Crm
Alternative Investments
Investment Strategies
Financial Advisory
Leadership
Mutual Funds
Management
Strategic Financial Planning
Financial Analysis
Options
Retirement
Management Consulting
Business Planning
Mergers
FAQs about Felipe Luna
What's the profession of Felipe Luna?
This professional's job is Chief Executive Officer Omniscient Holdings, Inc
What are the profession of The professional?
These person's professions are Executive and Chief Executive Officer
Where is Felipe Luna currently located?
Felipe Luna is located in San Francisco, California.
Does Felipe have the email address?
fe**@concertglobal.com is The expert's email address.
How many companies did Felipe Luna work at?
The professional worked at four jobs.
Does Felipe Luna have personal webpage or blog?
The expert`s website is http://www.concertwm.com.
Where has Felipe Luna studied?
Felipe studied at the United States Naval Academy from 1984 to 1989.
What languages does Felipe Luna speak?
Felipe Luna speaks Spanish.