Financial Planning - Barnum Financial Group | Icebreaker

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Financial Planning - Barnum Financial Group | Icebreaker

Financial Planning - Barnum Financial Group

Financial Planning - Barnum Financial Group

Barnum Financial Group provides guidance for problems, capitalizes on opportunities, and helps you feel confident in your financial future.

10 members

Contact info

Link

barnumfinancialgroup.com

Members

Kaitlyn Tarpey Borea

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15+ years of HR experience focused on attracting and developing elite talent plus a deep interest in compliance, total rewards and process improvement. People passionate, metrics driven. Incredibly energized by process improvement, candidate experience and placing people for long term-success. “Do the right thing, not the easy thing.” My super powers according to tests: Efficiency, Strategic Organization, EQ, & Relationships. My super power according to friends: Optimism. Gallup 5 Themes: Responsibility, Command, Individualization, Strategic, Relator Myers Briggs: ENFJ Strength Scope Top 7: Critical Thinking, Developing Others, Empathy, Enthusiasm, Leading, Relationship Building, Self-Improvement. Kolbe MO: 7-6-6-3

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SVP of Operations at iTrustCapital

Benjamin Feiner, RICP®, CFP®, ChSNC™

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You’ve attained significant wealth, but the complexities of sophisticated investment management, estate planning strategies and time commitment. I work with managing directors at banks and hedge funds, partners at law firms and professionals with investable assets exceeding $750,000. My Focus: Elevating Your Wealth I ensure your wealth works as hard and strategically as you do. Throughout my career, it’s clear that the most successful and knowledgeable individuals need impactful, expert wealth management that aligns with all phases of their lives and goals. How I Deliver For You As a CFP®, RICP® and ChSNC, I offer: • Dynamic investment management: Beyond portfolio construction, I focus on not just growth, but mitigating losses as well as tax-efficiency utilizing sophisticated financial tools. • Comprehensive Wealth Preservation: Protecting your assets through proper insurance, liability and trust planning. • Advanced Estate & Wealth Transfer: For ultra/high net worth individuals/families, using tools such as large, structured, financed life insurance strategies tailored to support generational wealth preservation. A Partner You Can Trust: I am committed to helping you make informed financial decisions that are aligned with your needs and life’s aspirations. I am passionate about building enduring relationships, providing personalized attention and proactive communication. Ready for clarity and greater control over your financial future? Let’s connect.

Dmitriy Yankelevich, CFP®

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CERTIFIED FINANCIAL PLANNER™ professional at Barnum Financial Group

Alex Borinstein

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A detail oriented sports marketing professional, with a proven track record of implementing creative and strategic initiatives to drive revenue streams across multi-sport properties. I work with a highly skilled team that builds brand awareness and impact through partnership strategy and activation across arena assets, digital, television, live events, and more. My professional experience includes involvement with the NHL, NBA, NCAA, MLS, and NLL sports leagues. Additionally, I'm a proud representative of the NHL Rising Executive Program for the Colorado Avalanche. As a graduate of the University of Colorado Boulder, my education, interest, and expertise in sports marketing, film, photography, social media, live events, and branding lend itself to a collaborative role within a professional sports team, agency, brand, or as part of a media entity.

Dmitriy Yankelevich, CFP®

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CERTIFIED FINANCIAL PLANNER™ professional at Barnum Financial Group

Juan Paez-Romero

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I help business owners do what they do best—by making sure their people strategy keeps up with their growth strategy. As a Business Performance Advisor at Insperity, I partner with leaders to solve challenges around talent, compliance, efficiency, and everything in between. From Fortune 500-level benefits to risk management and talent development, I bring tools and insights that help businesses scale without burning out their teams or themselves. I’m big on building relationships that last. That means listening first, understanding what makes a business unique, and working side-by-side to align their human capital strategy with their long-term vision. When a business is ready to level up, I make sure their back office doesn’t hold them back.

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Andrew La Russa

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💼 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 𝗗𝗶𝗴𝗶𝘁𝗮𝗹 𝗧𝗿𝗮𝗻𝘀𝗳𝗼𝗿𝗺𝗮𝘁𝗶𝗼𝗻 As a trusted advisor in Salesforce digital transformation, I specialize in reimagining business processes through innovative Salesforce solutions. From architecting scalable systems to implementing workflow automation, I drive transformative changes that enable organizations to optimize operations and achieve strategic objectives. My expertise encompasses Salesforce platform enhancements, API integrations, and seamless system migrations that deliver long-term value. 🛠️ 𝗧𝗲𝗰𝗵𝗻𝗶𝗰𝗮𝗹 𝗦𝘂𝗯𝗷𝗲𝗰𝘁 𝗠𝗮𝘁𝘁𝗲𝗿 𝗘𝘅𝗽𝗲𝗿𝘁 With deep technical expertise, I excel in designing and deploying advanced solutions leveraging Apex, Lightning Web Components (LWC), and enterprise patterns. My ability to analyze complex challenges and deliver efficient, scalable solutions ensures consistent project success. I bring a forward-thinking approach, applying Agile methodologies to ensure delivery excellence and alignment with organizational goals. 🚀 𝗟𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽 𝗗𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁 𝗘𝘅𝗰𝗲𝗹𝗹𝗲𝗻𝗰𝗲 I am passionate about fostering leadership within teams and guiding professionals toward achieving their full potential. By mentoring colleagues, leading cross-functional teams, and cultivating a collaborative environment, I build high-performing units equipped to meet the demands of dynamic business landscapes. My leadership philosophy is rooted in empowerment, continuous improvement, and driving results. 🏆 𝗞𝗲𝘆 𝗔𝗰𝗰𝗼𝗺𝗽𝗹𝗶𝘀𝗵𝗺𝗲𝗻𝘁𝘀 ✅ Salesforce Solution Design & Development: Over 8 years of experience designing and deploying scalable Salesforce solutions using Apex, LWCs, Flows, and triggers, driving improvements in system efficiency and deployment speed. ✅ Automation & Process Optimization: Led the development of automated frameworks for email notifications, record updates, and business processes, reducing manual effort and processing time while enhancing workflow efficiency. ✅ Code Quality & Deployment Excellence: Managed deployment processes and conducted code reviews, ensuring a 95% defect-free release rate through rigorous testing and high-quality standards. ✅ User Interface & Case Management: Designed dynamic, user-friendly interfaces and advanced case management solutions in Salesforce Communities, improving user operational efficiency. ✅ Leadership & Mentorship: Mentored development teams, fostering continuous learning and collaboration, reducing onboarding time, and boosting productivity by guiding teams in adopting best practices and methodologies.