I’m thrilled to share that I’m on an exciting new journey as Head of Planning and CFO at Madan+Associates! Change is never easy, but it’s also where growth and innovation thrive. As I step into this new role, I’m eager to embrace fresh challenges, collaborate with incredible people, and continue making an impact in the tax and advisory industry. I'm grateful to the entire Tax Team, the Leadership Team, and the Innovation Hub at Wolf & Company, P.C., for these last four years. Your support, mentorship, and encouragement have been invaluable - both the International Tax Services Team and I wouldn’t be here without you. #tax #taxplanning #internationaltax
Madan+Associates
金融服务
Long Island City，NY 2,819 位关注者
Exclusive life insurance planning for high-net-worth clients + their advisors.
关于我们
Our knowledge, insight, and access to exclusive industry relationships positions Madan+Associates at the forefront of premium financing. Clients and their advisors trust our expertise when they need to elevate the performance of their life insurance + investment strategies. madanfinance.com/licensing
- 网站
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https://www.madanfinance.com/
Madan+Associates的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Long Island City，NY
- 类型
- 私人持股
- 创立
- 2018
- 领域
- Premium Financing、Estate Planning和Financial Planning
地点
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主要
获取路线
US，NY，Long Island City
Madan+Associates员工
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Rita Ryan
International Tax Advisor | Head of Planning | CFO at Madan+Associates
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Katrina Kolb Aderman
Executive Assistant
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Richard Lewis
Financial Planner | Madan+Associates
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Kuldeep Madan
Founder + CEO | Madan+Associates | Forbes Top 100 Financial Security Professionals 2021, 2022, 2024 | MassMutual Chairman's Club 2020, 2021, 2022…
动态
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Excited to introduce our newest team member, Cheri Abbott!! She’s a wonderful addition to our family and may this be the last stop on her journey ????
Onto the next journey! I’m excited to share that I have accepted a new position as a New Business Coordinator with Madan+Associates
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