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068 Having Open Conversations About Financial Management
Manage episode 225202440 series 1984378
Angelo Leslie is a Business Development Private Wealth Relationship Manager. He is responsible for new business development for private and core wealth clients, identifying opportunities to engage potential and current clients to experience the best comprehensive financial and wealth planning services that will maintain, and grow clients individual wealth status. Recently, Leslie was involved in an event titled, “Money Isn’t Black or White” to help the African American community to have conversations about financial management and wealth.
Connect with Angelo:
Website: http://www.planningalt.com/
LinkedIn: https://www.linkedin.com/in/angelo-leslie-53295b73/
Connect with Jon Dwoskin:
Website: http://jondwoskin.com/
Twitter: @jdwoskin
Facebook: https://www.facebook.com/jonathan.dwoskin
Instagram: https://www.instagram.com/Thejondwoskinexperience/
LinkedIn: https://www.linkedin.com/in/jondwoskin/
Email: jon@jondwoskin.com
2394 episodes
Manage episode 225202440 series 1984378
Angelo Leslie is a Business Development Private Wealth Relationship Manager. He is responsible for new business development for private and core wealth clients, identifying opportunities to engage potential and current clients to experience the best comprehensive financial and wealth planning services that will maintain, and grow clients individual wealth status. Recently, Leslie was involved in an event titled, “Money Isn’t Black or White” to help the African American community to have conversations about financial management and wealth.
Connect with Angelo:
Website: http://www.planningalt.com/
LinkedIn: https://www.linkedin.com/in/angelo-leslie-53295b73/
Connect with Jon Dwoskin:
Website: http://jondwoskin.com/
Twitter: @jdwoskin
Facebook: https://www.facebook.com/jonathan.dwoskin
Instagram: https://www.instagram.com/Thejondwoskinexperience/
LinkedIn: https://www.linkedin.com/in/jondwoskin/
Email: jon@jondwoskin.com
2394 episodes
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