Haralds Bondaris, CFP®

Haralds Bondaris, CFP®

Operations Manager, The Advocate Group, Inc.

Since 2007, Haralds Bondaris, CFP® has been working in The Advocate Group. Haralds is a well-qualified Operations Manager with over 28 years of work experience. According to Haralds's CV and work profile, this expert has worked at more than three companies with numerous backgrounds and got different skills. Haralds attended school at the Metropolitan State University from 2002 to 2005. Haralds can be found in Minneapolis, Minnesota – where the professional currently lives. You can search for Haralds Bondaris, CFP®'s phone number and email. We can also provide you exhaustive contact information upon request.
Name variants:
Haralds Bondaris
Last updated Apr 24, 2024

Contact Information

Last Update
Feb 1, 2016
Location
Minneapolis, MN

Workplace

The Advocate Group
Operations Manager

Hopkins, MN

Industry

Financial Services

Work History

Operations Manager

At The Advocate Group, we serve select executives from Minnesota's finest companies with their unique financial planning and investment objectives. We become specialists in the complex compe...
from Feb 2007

Drummer

1984 — 2010

Drummer

2003 — 2005

Occupations

Executive
Operations Manager
Director of Operations
Lawyer
Advocate
Advisor
Accountant
Finance and Accounting Specialist
Musician
Percussionist
Jurist
Legal Counsel
Accounting Bookkeeper
Bookkeeper
Music Artist
Musician

Skills

-Creating functional strategy for portfolio recovery
growth
and protection
-Providing expertise on employee stock option exercise strategies
-Maximizing the economic value of our clients employment relationship
-Organizing every element of financial
tax
and estate planning
-Getting spouses/partners on the same financial page
-Creating alignment of priorities and actions
-Developing a glide path to retirement
-Negotiating the optimal financial outcome for transition to a new employer

FAQs about Haralds Bondaris, CFP®

What is the main profession of Haralds Bondaris, CFP®?

This professional's job is Operations Manager, The Advocate Group, Inc.

What jobs is Haralds proficient at at?

The expert is proficient at Executive and Operations Manager jobs.

Where does Haralds Bondaris, CFP® live?

Minneapolis, Minnesota is the place where Haralds Bondaris, CFP® currently lives

How many companies did Haralds Bondaris, CFP® work at?

Haralds Bondaris, CFP® worked at three jobs.

Does Haralds Bondaris, CFP® have personal webpage or blog?

The expert`s website is http://www.theadvocategroup.com and http://financialpicture.com/TheAdvocateGroup/boxvideo.html.

Where has Haralds Bondaris, CFP® studied?

Haralds studied at the Metropolitan State University from 2002 to 2005.

What are the awards Haralds Bondaris, CFP® ever received?

Haralds Bondaris, CFP® received awards and these awards are: 2009 FIVE STAR: Best in Client Satisfaction Wealth Manager; Twin Cities Business.

What is professional industry that Haralds Bondaris, CFP® is connected to?

This person works in Financial Services industry.
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