With work experience over 30 years, this expert is nowadays working at CapitalRock Investments as a Chief Equity Strategist and Advisor. Howard received his education from 1989 to 1991 at the Columbia University - Columbia Business School. This expert is located in Naples, Florida. To contact directly with Howard, you can look for their phone or e-mail or receive additional information by requesting access to Howard's further details on this website.
Name variants:
Howie Isaacson
Last updated May 20, 2024
Contact Information
Workplace
Chief Equity Strategist and Advisor
Naples, FL
Industry
Financial Services, Insurance Agent/Broker, Nonclassifiable Establishments
Colleagues
Work History
Chief Equity Strategist and Advisor
Naples, Florida Area
After mastering skills and capabilities in portfolio management at Merrill Lynch, Howard has joined CapitalRock Investments, an Independent Registered Investment Advisor, headquartered in Na...
from Mar 2013
Senior Financial Advisor
After approximately 10 years with UBS Financial Services and Smith Barney, I joined Merrill Lynch in Naples, Fl. My area of expertise is advising and serving high net worth families and ins...
Sep 2007 — Mar 2013
Director
Served as Chief Operating Officer for the Slovenian National Practice of Deloitte & Touche, focusing on Auditing, Privatization, Foreign Investment and Bank Advisory Services with US AID.
May 1994 — Feb 1998
Director
Audit assurance service, Deloitte Central Europe including Slovenia, Croatia, Serbia, Macedonia and Montenegro.
Some assignments in Bulgaria. 1994-1998
From 1986 to 1994 was in Audit Depart...
Aug 1986 — Feb 1998
COO
Ran national operations for Deloitte and Touche in Slovenia
Apr 1994 — May 1996
Education
1989 — 1991
1988 — 1988
Occupations
Advisor
Lawyer
Fiduciary
Health Specialist
Certified Nurse Aide
Custodian
Managers
Accountant
Finance and Accounting Specialist
Financial Broker
Financial Consultant
Trust Law Attorney
Lawyer
Nurse
Nurse Practitioner
Custodial Worker
Cleaners
Accounting Bookkeeper
Bookkeeper
Financial Services Professional
Financial Services Sales Agent
Skills
Investment Advisory
Strategic Financial Planning
Retirement Planning
Asset Managment
Tax
Finance
FAQs about Howard Isaacson
What is the profession of Howard Isaacson?
This professional's job is Chief Equity Strategist and Advisor
What jobs is Howard a professional at?
Howard is a professional Advisor jobs.
Where does Howard Isaacson live?
They lives in Naples, Florida.
How many companies did Howard Isaacson work at?
The professional worked at six jobs.
What education does Howard Isaacson have?
Howard studied at the Columbia University - Columbia Business School from 1989 to 1991.
What are the awards Howard Isaacson received?
Howard received awards and these awards are: GulfShore Life Wealth Advisor Award.
What is the industry that Howard Isaacson worked in?
This person works in Financial Services industry.
What are the skills of Howard Isaacson?
Howard has the following skills: Investment Advisory, Strategic Financial Planning, Retirement Planning, Asset Managment, Tax, and Finance.