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2015-12-03T00:00:00.000Z

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Wrong Brian Finkelstein?

Mr. Brian Finkelstein

Chief Executive Officer

Broad Financial LLC

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

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 broaden your diversification. Why? Because these are the most important steps you can take t ... more

Find other employees at this company (24)

Background Information

Employment History

President
Helix Financial Systems

Managing Director
Cantor Fitzgerald LP

Board of Managers
Mycom Group Inc

Chief Executive Officer
Winstar Communications , Inc.

Managing Director
Kidder , Peabody & Co.

Affiliations

Board Member
The CompTel/ALTS

Committee Member
Association for Local Telecommunications Services

Education

BA
Economics
Brooklyn College

Web References (125 Total References)


"In June we announced a target ...

www.idtlatinamerica.com, $reference.date [cached]

"In June we announced a target of reducing IDT Solutions' cash burn rate to approximately $2.5 million per month by the end of calendar year 2003," said IDT Solutions CEO, Brian Finkelstein.


WHB LLP – Tax Liens’ Returns May Be Cause for ‘Buyer Beware’

whbllp.com, $reference.date [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.


Stonefield Tax Lien Fund

www.broadfinancial.com, $reference.date [cached]

Stonefield's success lays in the investment expertise of its founder, Brian Finkelstein. Mr. Finkelstein has over twenty-five years of experience in global financial markets and is well versed in the investment arena. Previously he has 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. This experience has found its home in the national reach of Stonefield, and has turned it into one of the nation's leading tax lien funds.


Broad Financial - Retirement Specialists

www.broadfinancial.com, $reference.date [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.


David Moore, Author at IRA Advantage

www.iraadvantage.net, $reference.date [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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