Last Update

2015-12-03T00:00:00.000Z

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Mr. Brian Finkelstein

Direct Phone: (845) ***-**** ext. ***       

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Broad Financial LLC

21 Robert Pitt Drive Suite 202

Monsey, New York 10952

United States

Company Description

Broad Insurance Group ("BIG") acquires and manages small to midsize Property & Casualty Insurance agencies throughout the US. BIG operates as an affiliate of Broad Financial LLC, a diversified financial services organization. BIG acquires and operates r ... more

Find other employees at this company (23)

Background Information

Employment History

President

Helix Financial Systems

Managing Director

Cantor Fitzgerald LP

Chief Executive Officer

Winstar Communications , Inc.

Managing Director Responsible for A Global Sales and Trading Department

UBS Inc

Affiliations

Board Member
COMPTEL

Committee Member
Association for Local Telecommunications Services

Education

BA

Economics

Brooklyn College

Web References (125 Total References)


Broad Financial - Retirement Specialists

www.broadfinancial.com [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 [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 [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.


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.


Savvy Investors Trend Towards Self-Directed IRAs vs Stocks - IRA Advantage 800-475-1031 Self Directed IRA Facilitation

www.iraadvantage.net [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.

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