Proxy Financial: Detailed Company Information & Corporate Profile

Contact top employees from Proxy Financial

Summary

The business currently specializes in Financial Services area. The company has 100-200 employees. Register with SignalHire to connect with Proxy Financial employees and management.

Proxy Financial Websiteproxyfinancial.com
Social Links
linkedIntwitter
Phone Number+1 646-289-5075
Industries
Proxy Financial Headquarters address999 Brickell Ave, Miami, Florida, 33131 US
Company Size100-200 employees
SpecialtiesInvestment advisors, Capital raises, Financial planning, Fund consulting, Fund distribution, Fund monitoring, Private Equity, Debt market, Equity market, International investing, Offshore accounts, Blockchain, Wealth management, Retirement planning, Investing, Life insurance, Risk Management, EB5, General partner, Real estate investments, Capital markets, Estate planning, Goal-based investing, Value investing, Portfolio management, Stocks, ETFs, Fixed Income, Visa by Investment, Foreign Agents
Founded2018
Estimated Annual Revenue$10M - 50M

Competitors

Name
Founded
Type
Employees
1994Privately
Held
250 - 500
1970- 1 - 25
2007- 25 - 100
-- 1-10

Workforce Turnover

Number of employees switched from or switched to

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Total employee turnover

Length of Employment

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Proxy Financial's workforce includes employees across a wide range of tenure levels.

40% have been with the company for 1 to 2 years20% have been with the company for 3 to 4 years40% have been with the company for 5 to 7 years

Former Employees: Role Changes

Role at Former Company
Role at New Company
Contact top employees from Proxy Financial
Tulio Barbosa Ribeiro
Tulio Barbosa RibeiroFinancial Advisor
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Rakel De Campos
Rakel De CamposLife Insurance Agent
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Jeremy Graziani
Jeremy GrazianiOperations Manager
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Marc DeCuffa
Marc DeCuffaDirect of Wealth Management
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Jamie Hart
Jamie HartAccounting Manager
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Bryan Caulkins
Bryan CaulkinsCo-Founder
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Rafael Nani
Rafael NaniWealth Management Advisor
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Carolyn
CarolynFinancial Advisor
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Noel Gorgoy Reyes
Noel Gorgoy ReyesFinancial Professional
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Joshua Graziani
Joshua GrazianiBusiness Development Manager
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Brian Wininger
Brian WiningerDirector of Peformance Marketing
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Mario Felipe Adib
Mario Felipe AdibDirector Of International Services
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Raquel Schiavon
Raquel SchiavonInvestment Advisor & Financial Planner
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Blake Vasquez
Blake VasquezTalent Acquisition Manager
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Proxy Financial Corporate Information: FAQ

Proxy Financial operates in the Finance industries. More details can be found on the official website: proxyfinancial.com.
Proxy Financial has offices located in Miami, US.
The headquarters of Proxy Financial are located in Miami, United States.
You can contact Proxy Financial by phone at +1 646-289-5075.
Proxy Financial currently employs 100-200 people.
Well-known competitors of Proxy Financial include Future Standard, Fleury Financial, Scheck Group and The Agnew Company.

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