Monroe Roey Diefendorf is a skilled professional, that works in Mtm Advisory on the position of Founding Member since 2018. This expert gained professional experience in more than 13 positions at various companies. Monroe Roey Diefendorf went to the The Wharton School and received education there from 2003. Monroe has the following professional qualifications: Chartered Advisor In Philanthropy (Cap), Certified Investment Management Analyst (Cima), and Registered Financial Consultant (Rfc). Matinecock, New York is the area, where this expert was known to be living. The person's phone and email are easily accessed through SoftwareOfficial by request.
Name variants:
Munroe Diefendorf
Last updated Jun 06, 2024
Contact Information
Last Update
Jul 8, 2022
Email
ro**@3dwealthadvisory.com, jr**@familylegacy.com
Location
Matinecock, NY
Company
Mtm Advisory
Workplace
Founding Member
Work History
Co-Owner and Product Development
A digital platform (www.MoreThanMoneyVault.com) for advisors who understand that wealth management is "more than money."
from Oct 2016
Chief Executive Officer
152 Forest Ave, Locust Valley, NY 11560
from Feb 2014
Chief Executive Officer
Argonne Trust Company is a public trust company chartered in South Dakota, specializing in Values Based Dynasty Trusts.
from Mar 2012
Chief Executive Officer
We guide families in transitioning their "total" wealth through a structured process where we prepare heirs for their ultimate leadership roles.
from Feb 2012
Former Chariman of the Board
5005 west Royal Ln SUITE 252, Irving, TX 75063
Family Legacy Missions International exists to connect American families with the orphaned and vulnerable children of Zambia to proclaim the gospel, transform lives, and rescue orphans. We a...
Jan 2009 — Dec 2013
President
We lead responsible adults from lives of success into lives of significance by capturing, enhancing, protecting and perpetuating their "3 Dimensional Wealth" - personal, financial and social...
Mar 1970 — Feb 2014
Education
from 2003
1974 — 1976
1970 — 1974
1967 — 1970
Occupations
Executive
Chief Executive Officer
Founding Member
Accountant
Finance and Accounting Specialist
Co-Owner
Corporate Executive
Chief Executive
Accounting Bookkeeper
Bookkeeper
Owner
Skills
Philanthropy
High Net Worth Individuals
Estate Planning
Investment Advisory
Financial Advisory
401K
Strategic Planning
Wealth Management
Retirement Planning
Investments
Strategic Financial Planning
Retirement
Asset Allocation
Small Business
Financial Planners
Trusts
Alternative Investments
Asset Management
Securities
Insurance
Mutual Funds
Fixed Annuities
Iras
Portfolio Management
Wealth Management Services
Investment Strategies
Financial Services
Life Insurance
Pensions
Business Development
Succession Planning
Investment Management
Long Term Care
Disability Insurance
Term Life Insurance
Personal Trust Administration
Employee Benefits
Health Insurance
Tax
Insurance and Employee Benefits
Money
FAQs about Monroe Roey Diefendorf
What's the main profession of Monroe Roey Diefendorf?
Monroe Roey Diefendorf is a Founding Member.
What are the profession of This professional?
These person's professions are Executive and Chief Executive Officer
Where does Monroe Roey Diefendorf live?
The expert lives in Matinecock, New York.
Does the expert have the email address?
ro**@3dwealthadvisory.com and jr**@familylegacy.com is The expert's email address.
How many companies did Monroe Roey Diefendorf work at?
The professional worked at 13 jobs.
What education does Monroe Roey Diefendorf have?
Monroe studied at the Wharton School from 2003.
Are there any certifications Monroe Roey Diefendorf has?
This expert received the following certifications: Chartered Advisor In Philanthropy (Cap), Certified Investment Management Analyst (Cima), and Registered Financial Consultant (Rfc).
What is professional industry that Monroe Roey Diefendorf worked in?
Monroe works in Financial Services industry.