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This profile was last updated on 4/14/14  and contains information from public web pages and contributions from the ZoomInfo community.

Mr. E. Brian Finkelstein

Wrong E. Brian Finkelstein?

Partner

Broad Financial LLC
21 Robert Pitt Drive Suite 202
Monsey, New York 10952
United States

Company Description: We're here to encourage you to take a more active role in the investing of your retirement account, to only invest in what you understand and believe in, and to...   more
Background

Employment History

  • Chief Executive Officer
    Broad Financial LLC
  • President and Chief Executive Officer
    Helix Financial Systems of Cantor Fitzgerald
  • Managing Director of Global Finance Operations
    UBS AG
7 Total References
Web References
Broad Financial - Retirement Specialists
www.broadfinancial.com, 14 April 2014 [cached]
E. Brian Finkelstein | Partner
Mr. Finkelstein comes to Broad Financial with over twenty-five years of experience in global financial markets. Previously he served as President and CEO of Helix Financial Systems, a subsidiary of Cantor Fitzgerald, where he managed the development of systems successfully marketed and sold to major financial institutions. Before that he was the Managing Director of Global Finance Operations at UBS. While there he developed the global repo and money market business at UBS into one of the strongest financing operations on Wall Street. Mr. Finkelstein's astute decisive leadership has become renowned for its outstanding bottom line results and team building professionalism.
Brian Finkelstein - CEO - ...
www.broadfinancial.com, 30 July 2012 [cached]
Brian Finkelstein - CEO - Specializing in Global Money Markets and Tax Liens
...
E. Brian Finkelstein CEO Mr. Finkelstein comes to Broad Financial with over twenty-five years of experience in global financial markets. Previously he served as President and CEO of Helix Financial Systems, a subsidiary of Cantor Fitzgerald, where he managed the development of systems successfully marketed and sold to major financial institutions. Before that he was the Managing Director of Global Finance Operations at UBS. While there he developed the global repo and money market business at UBS into one of the strongest financing operations on Wall Street. Mr. Finkelstein's astute decisive leadership has become renowned for its outstanding bottom line results and team building professionalism.
Brian ...
www.broadfinancial.com, 27 Jan 2012 [cached]
Brian Finkelstein
...
E. Brian Finkelstein
CEO
Mr. Finkelstein comes to Broad Financial with over twenty-five years of experience in global financial markets. Previously he served as President and CEO of Helix Financial Systems, a subsidiary of Cantor Fitzgerald, where he managed the development of systems successfully marketed and sold to major financial institutions. efore that he was the Managing Director of Global Finance Operations at UBS. While there he developed the global repo and money market business at UBS into one of the strongest financing operations on Wall Street.
David Moore, Author at IRA Advantage
www.iraadvantage.net, 17 April 2011 [cached]
Broad's CEO, Brian Finkelstein, explained the growing popularity of self-directed retirement plans.
...
Mr. Finkelstein stressed that the move towards alternative investments is in all likelihood a permanent one.
WHB LLP – Tax Liens’ Returns May Be Cause for ‘Buyer Beware’
whbllp.com [cached]
After Brian Finkelstein first heard about tax-lien investments three years ago, the former bond trader found the potential for 18 percent returns so compelling he jumped into the business full-time.
Like other investors, Finkelstein, chief executive of Broad Financial LLC in Monsey, New York, is hunting for yield as the Federal Reserve indicates it may keep interest rates "exceptionally low" through 2014.
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